Baystate Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Baystate Wealth Management’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-122	Closed	-$3K	–	620
2019 Q2	$3K	Buy	+122	New	+$2.95K	﹤0.01%	470

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baystate Wealth Management's PAGP Position: Q3 2019 in Review

Baystate Wealth Management sold out of Plains GP Holdings (PAGP) in Q3 2019, closing a stake of 122 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in PAGP in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 282 funds tracked by Wall St. Rank hold PAGP as of Q3 2019.

Baystate Wealth Management reported no remaining Plains GP Holdings position as of Q3 2019 after selling out during the quarter.
Baystate Wealth Management sold 122 Plains GP Holdings shares in Q3 2019, an estimated $3K.
Baystate Wealth Management first reported a position in Plains GP Holdings in Q2 2019 and held it in 1 quarter.
Baystate Wealth Management's Plains GP Holdings position peaked at $3K in Q2 2019.
282 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2019.

Based on Baystate Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.