WEC
PAA icon

Winslow Evans & Crocker’s Plains All American Pipeline PAA Stock Holding History

Winslow Evans & Crocker’s Portfolio PAA Stock Details PAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$86K Sell
10,365
-800
-7% -$6.08K 0.02% 473
2020
Q3 		$67K Sell
11,165
-275
-2% -$2.05K 0.02% 417
2020
Q2 		$101K Sell
11,440
-700
-6% -$5.95K 0.03% 360
2020
Q1 		$66K Sell
12,140
-1,250
-9% -$17.1K 0.02% 386
2019
Q4 		$248K Hold
13,390
– – 0.06% 255
2019
Q3 		$280K Hold
13,390
– – 0.08% 247
2019
Q2 		$328K Hold
13,390
– – 0.09% 229
2019
Q1 		$330K Hold
13,390
– – 0.09% 217
2018
Q4 		$270K Hold
13,390
– – 0.09% 221
2018
Q3 		$336K Sell
13,390
-850
-6% -$21.4K 0.1% 196
2018
Q2 		$338K Hold
14,240
– – 0.11% 189
2018
Q1 		$314K Hold
14,240
– – 0.1% 192
2017
Q4 		$294K Hold
14,240
– – 0.09% 208
2017
Q3 		$302K Sell
14,240
-4,700
-25% -$109K 0.1% 200
2017
Q2 		$523K Buy
18,940
+9,074
+92% +$251K 0.14% 166
2017
Q1 		$312K Buy
9,866
+250
+3% +$7.9K 0.1% 219
2016
Q4 		$310K Sell
9,616
-4,700
-33% -$149K 0.1% 216
2016
Q3 		$450K Hold
14,316
– – 0.13% 166
2016
Q2 		$394K Sell
14,316
-433
-3% -$10.5K 0.12% 175
2016
Q1 		$309K Sell
14,749
-3,479
-19% -$73.2K 0.09% 200
2015
Q4 		$421K Sell
18,228
-4,766
-21% -$128K 0.12% 184
2015
Q3 		$698K Sell
22,994
-1,704
-7% -$62.3K 0.22% 103
2015
Q2 		$1.08M Sell
24,698
-184
-0.7% -$8.82K 0.3% 75
2015
Q1 		$1.21M Sell
24,882
-982
-4% -$48.7K 0.34% 61
2014
Q4 		$1.33M Buy
25,864
+214
+0.8% +$11.4K 0.38% 62
2014
Q3 		$1.51M Buy
25,650
+2,679
+12% +$157K 0.43% 54
2014
Q2 		$1.38M Sell
22,971
-970
-4% -$55.2K 0.46% 54
2014
Q1 		$1.32M Sell
23,941
-8,920
-27% -$468K 0.45% 55
2013
Q4 		$1.7M Buy
+32,861
New +$1.68M 0.58% 42

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winslow Evans & Crocker's PAA Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Plains All American Pipeline (PAA) stake by 7.2% in Q4 2020, selling an estimated $6.08K and leaving 10,365 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #473.

Winslow Evans & Crocker first reported a position in PAA in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.7M in Q4 2013. 349 funds tracked by Wall St. Rank hold PAA as of Q4 2020.

  • Winslow Evans & Crocker held 10,365 shares of Plains All American Pipeline worth $86K as of Q4 2020.
  • Winslow Evans & Crocker sold 800 Plains All American Pipeline shares in Q4 2020, an estimated $6.08K.
  • Plains All American Pipeline made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #473 holding.
  • Winslow Evans & Crocker first reported a position in Plains All American Pipeline in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Plains All American Pipeline position peaked at $1.7M in Q4 2013.
  • 349 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.