SEC 13F Intelligence

Ota Financial Group L.P. / PAA

Ota Financial Group L.P.’s Plains All Amern Pipeline L Position

Does Ota Financial Group L.P. own Plains All Amern Pipeline L (PAA)? Not currently — the last reported position was 110.1K shares worth $1M in Q1 2023; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$1M
Q1 2023
Shares
110.1K
% of Portfolio
+1.21%
Quarters Held
9
position exited

Position History PAA

Reported value by quarter
Q4 ’19: $6MQ4 ’19Q1 ’20: $908,000Q1 ’21: $4MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $1MQ1 ’22: $2MQ1 ’22Q4 ’22: $1MQ1 ’23: $1MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2023110.1K$1M+1.21%
Q4 202291.8K$1M+1.08%
Q1 2022188.4K$2M+1.29%
Q4 2021121.9K$1M+0.78%
Q3 2021244.6K$2M+3.00%
Q2 2021186.1K$2M+2.34%
Q1 2021399.0K$4M+2.90%
Q1 2020172.2K$908,000+1.13%
Q4 2019302.0K$6M+3.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of PAA.