Bedel Financial Consulting’s Plains GP Holdings PAGP Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-3,500	Closed	-$40K	–	670
2022 Q1	$40K	Hold	3,500	–	–	0.01%	428
2021 Q4	$35K	Hold	3,500	–	–	0.01%	468
2021 Q3	$38K	Hold	3,500	–	–	0.01%	424
2021 Q2	$42K	Hold	3,500	–	–	0.01%	405
2021 Q1	$33K	Hold	3,500	–	–	0.01%	436
2020 Q4	$30K	Hold	3,500	–	–	0.01%	391
2020 Q3	$21K	Hold	3,500	–	–	0.01%	415
2020 Q2	$31K	Hold	3,500	–	–	0.02%	343
2020 Q1	$20K	Buy	+3,500	New	+$49.2K	0.01%	389

Other funds holding PAGP

TCA

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

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

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

CCM

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

EIP

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

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

Bedel Financial Consulting's PAGP Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Plains GP Holdings (PAGP) in Q2 2022, closing a stake of 3,500 shares — an estimated $40K sold.

Bedel Financial Consulting first reported a position in PAGP in Q1 2020 and held it in 9 quarters. The position peaked at $42K in Q2 2021. 251 funds tracked by Wall St. Rank hold PAGP as of Q2 2022.

Bedel Financial Consulting reported no remaining Plains GP Holdings position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 3,500 Plains GP Holdings shares in Q2 2022, an estimated $40K.
Bedel Financial Consulting first reported a position in Plains GP Holdings in Q1 2020 and held it in 9 quarters.
Bedel Financial Consulting's Plains GP Holdings position peaked at $42K in Q2 2021.
251 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.