Capital Asset Advisory Services’s Plains GP Holdings PAGP Stock Holding History

Capital Asset Advisory Services’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
2021 Q1	–	Sell	-71	Closed	-$1K	–	1258
2020 Q4	$1K	Buy	+71	New	+$551	﹤0.01%	1533

Other funds holding PAGP

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $2.79B AUM 24.88% 1-Year Est. Return

EIP

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

NIM

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

Capital Asset Advisory Services's PAGP Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Plains GP Holdings (PAGP) in Q1 2021, closing a stake of 71 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in PAGP in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 218 funds tracked by Wall St. Rank hold PAGP as of Q1 2021.

Capital Asset Advisory Services reported no remaining Plains GP Holdings position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 71 Plains GP Holdings shares in Q1 2021, an estimated $1K.
Capital Asset Advisory Services first reported a position in Plains GP Holdings in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Plains GP Holdings position peaked at $1K in Q4 2020.
218 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.