CWSR
PAGP icon

Chessman Wealth Strategies RIA’s Plains GP Holdings PAGP Stock Holding History

Chessman Wealth Strategies RIA’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
Q4 		– Sell
-595
Closed -$15K – 125
2018
Q3 		$15K Buy
+595
New +$14.7K 0.01% 108

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return

Chessman Wealth Strategies RIA's PAGP Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Plains GP Holdings (PAGP) in Q4 2018, closing a stake of 595 shares — an estimated $15K sold.

Chessman Wealth Strategies RIA first reported a position in PAGP in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 251 funds tracked by Wall St. Rank hold PAGP as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Plains GP Holdings position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 595 Plains GP Holdings shares in Q4 2018, an estimated $15K.
  • Chessman Wealth Strategies RIA first reported a position in Plains GP Holdings in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Plains GP Holdings position peaked at $15K in Q3 2018.
  • 251 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.