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Woodard & Company Asset Management Group’s Pembina Pipeline PBA Stock Holding History

Woodard & Company Asset Management Group’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-200
Closed -$6K – 222
2018
Q1 		$6K Buy
+200
New +$6.63K 0.01% 165

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Woodard & Company Asset Management Group's PBA Position: Q2 2018 in Review

Woodard & Company Asset Management Group sold out of Pembina Pipeline (PBA) in Q2 2018, closing a stake of 200 shares — an estimated $6K sold.

Woodard & Company Asset Management Group first reported a position in PBA in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 322 funds tracked by Wall St. Rank hold PBA as of Q2 2018.

  • Woodard & Company Asset Management Group reported no remaining Pembina Pipeline position as of Q2 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 200 Pembina Pipeline shares in Q2 2018, an estimated $6K.
  • Woodard & Company Asset Management Group first reported a position in Pembina Pipeline in Q1 2018 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's Pembina Pipeline position peaked at $6K in Q1 2018.
  • 322 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2018, filed 9 Aug 2018.