BOK Financial Private Wealth’s Plains GP Holdings PAGP Stock Holding History

BOK Financial Private Wealth’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
2016 Q4	–	Sell	-5,643	Closed	-$194K	–	147
2016 Q3	$194K	Buy	5,643 +231	+4%	+$6.96K	0.03%	141
2016 Q2	$150K	Hold	5,412	–	–	0.02%	133
2016 Q1	$125K	Buy	+5,412	New	+$111K	0.02%	77

Other funds holding PAGP

KACA

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

TCA

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

SCA

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

EIP

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

BOK Financial Private Wealth's PAGP Position: Q4 2016 in Review

BOK Financial Private Wealth sold out of Plains GP Holdings (PAGP) in Q4 2016, closing a stake of 5,643 shares — an estimated $194K sold.

BOK Financial Private Wealth first reported a position in PAGP in Q1 2016 and held it in 3 quarters. The position peaked at $194K in Q3 2016. 225 funds tracked by Wall St. Rank hold PAGP as of Q4 2016.

BOK Financial Private Wealth reported no remaining Plains GP Holdings position as of Q4 2016 after selling out during the quarter.
BOK Financial Private Wealth sold 5,643 Plains GP Holdings shares in Q4 2016, an estimated $194K.
BOK Financial Private Wealth first reported a position in Plains GP Holdings in Q1 2016 and held it in 3 quarters.
BOK Financial Private Wealth's Plains GP Holdings position peaked at $194K in Q3 2016.
225 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2016.

Based on BOK Financial Private Wealth's 13F filing for Q4 2016, filed 8 Feb 2017.