Corvex Management’s Plains GP Holdings PAGP Stock Holding History

Corvex Management’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 Q3	–	Sell	-17,693	Closed	-$423K	–	34
2018 Q2	$423K	Buy	+17,693	New	+$433K	0.02%	28
2017 Q4	–	Sell	-2,809,624	Closed	-$61.4M	–	27
2017 Q3	$61.4M	Buy	2,809,624 +917,130	+48%	+$21.8M	2.31%	14
2017 Q2	$49.5M	Hold	1,892,494	–	–	1.61%	20
2017 Q1	$59.2M	Buy	+1,892,494	New	+$61.5M	1.64%	22

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 $2.78B AUM 20.87% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

SCA

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

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

EGA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Corvex Management's PAGP Position: Q3 2018 in Review

Corvex Management sold out of Plains GP Holdings (PAGP) in Q3 2018, closing a stake of 17,693 shares — an estimated $423K sold.

Corvex Management first reported a position in PAGP in Q1 2017 and held it in 4 quarters. The position peaked at $61.4M in Q3 2017. 250 funds tracked by Wall St. Rank hold PAGP as of Q3 2018.

Corvex Management reported no remaining Plains GP Holdings position as of Q3 2018 after selling out during the quarter.
Corvex Management sold 17,693 Plains GP Holdings shares in Q3 2018, an estimated $423K.
Corvex Management first reported a position in Plains GP Holdings in Q1 2017 and held it in 4 quarters.
Corvex Management's Plains GP Holdings position peaked at $61.4M in Q3 2017.
250 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2018.

Based on Corvex Management's 13F filing for Q3 2018, filed 14 Nov 2018.