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Geneva Advisors, LLC: PAA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneva Advisors, LLC on PAA, newest first. How the timeline and the estimate are built.

Geneva Advisors, LLC held 151,850 PAA shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 151,850 shares
    Change vs previous 13F -8,047 shares

    0.07% of the 13F portfolio, value $3,989,000.

    13F-HR 0001144204-17-040796 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-03-31
    13F 159,897 shares
    Change vs previous 13F -20,971 shares

    0.09% of the 13F portfolio, value $5,054,000.

    13F-HR 0001144204-17-023557 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F 180,868 shares
    Change vs previous 13F -1,585 shares

    0.11% of the 13F portfolio, value $5,840,000.

    13F-HR 0001144204-17-007302 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 182,453 shares
    Change vs previous 13F +6,572 shares

    0.11% of the 13F portfolio, value $5,731,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F 175,881 shares
    Change vs previous 13F -13,196 shares

    0.1% of the 13F portfolio, value $4,835,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-03-31
    13F 189,077 shares
    Change vs previous 13F -7,918 shares

    0.08% of the 13F portfolio, value $3,965,000.

    13F-HR 0001144204-16-098533 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-12-31
    13F 196,995 shares
    Change vs previous 13F -93,688 shares

    0.09% of the 13F portfolio, value $4,551,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-09-30
    13F 290,683 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $8,831,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).