BOIA
PAGP icon

Bush ODonnell Investment Advisors’s Plains GP Holdings PAGP Stock Holding History

Bush ODonnell Investment 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
2018
Q1 		– Sell
-10,767
Closed -$236K – 33
2017
Q4 		$236K Sell
10,767
-12,604
-54% -$265K 0.19% 44
2017
Q3 		$511K Sell
23,371
-1,162
-5% -$27.6K 0.39% 35
2017
Q2 		$642K Hold
24,533
– – 0.4% 31
2017
Q1 		$767K Hold
24,533
– – 0.48% 30
2016
Q4 		$851K Sell
24,533
-5
-0% -$171 0.57% 29
2016
Q3 		$846K Buy
24,538
+150
+0.6% +$4.52K 0.57% 29
2016
Q2 		$677K Buy
24,388
+8,772
+56% +$226K 0.45% 31
2016
Q1 		$361K Buy
15,616
+5,085
+48% +$104K 0.25% 38
2015
Q4 		$265K Buy
10,531
+4,025
+62% +$141K 0.18% 41
2015
Q3 		$303K Buy
6,506
+2,327
+56% +$130K 0.21% 36
2015
Q2 		$288K Hold
4,179
– – 0.18% 38
2015
Q1 		$316K Buy
+4,179
New +$303K 0.19% 39

Other funds holding PAGP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Bush ODonnell Investment Advisors's PAGP Position: Q1 2018 in Review

Bush ODonnell Investment Advisors sold out of Plains GP Holdings (PAGP) in Q1 2018, closing a stake of 10,767 shares — an estimated $236K sold.

Bush ODonnell Investment Advisors first reported a position in PAGP in Q1 2015 and held it in 12 quarters. The position peaked at $851K in Q4 2016. 234 funds tracked by Wall St. Rank hold PAGP as of Q1 2018.

  • Bush ODonnell Investment Advisors reported no remaining Plains GP Holdings position as of Q1 2018 after selling out during the quarter.
  • Bush ODonnell Investment Advisors sold 10,767 Plains GP Holdings shares in Q1 2018, an estimated $236K.
  • Bush ODonnell Investment Advisors first reported a position in Plains GP Holdings in Q1 2015 and held it in 12 quarters.
  • Bush ODonnell Investment Advisors's Plains GP Holdings position peaked at $851K in Q4 2016.
  • 234 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.