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Berman Capital Advisors’s Plains GP Holdings PAGP Stock Holding History

Berman Capital Advisors’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
Q4 		– Sell
-595
Closed -$12K – 1520
2019
Q3 		$12K Sell
595
-285
-32% -$6.58K ﹤0.01% 664
2019
Q2 		$21K Buy
880
+220
+33% +$5.31K 0.01% 506
2019
Q1 		$16K Buy
+660
New +$15.6K 0.01% 512

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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Berman Capital Advisors's PAGP Position: Q4 2019 in Review

Berman Capital Advisors sold out of Plains GP Holdings (PAGP) in Q4 2019, closing a stake of 595 shares — an estimated $12K sold.

Berman Capital Advisors first reported a position in PAGP in Q1 2019 and held it in 3 quarters. The position peaked at $21K in Q2 2019. 263 funds tracked by Wall St. Rank hold PAGP as of Q4 2019.

  • Berman Capital Advisors reported no remaining Plains GP Holdings position as of Q4 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 595 Plains GP Holdings shares in Q4 2019, an estimated $12K.
  • Berman Capital Advisors first reported a position in Plains GP Holdings in Q1 2019 and held it in 3 quarters.
  • Berman Capital Advisors's Plains GP Holdings position peaked at $21K in Q2 2019.
  • 263 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2019.

Based on Berman Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.