Cypress Wealth Advisors’s Plains GP Holdings PAGP Stock Holding History

Cypress Wealth 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
2019 Q1	$1.79M	Sell	71,875 -3,300	-4%	-$78K	2.05%	14
2018 Q4	$1.51M	Sell	75,175 -6,525	-8%	-$145K	2.08%	13
2018 Q3	$2M	Buy	81,700 +6,125	+8%	+$152K	2.11%	15
2018 Q2	$1.81M	Sell	75,575 -300	-0.4%	-$7.35K	1.96%	16
2018 Q1	$1.65M	Sell	75,875 -11,000	-13%	-$243K	1.79%	20
2017 Q4	$1.91M	Buy	+86,875	New	+$1.83M	1.83%	18
2017 Q2	–	Sell	-33,858	Closed	-$1.06M	–	150
2017 Q1	$1.06M	Sell	33,858 -1,502	-4%	-$48.8K	0.48%	47
2016 Q4	$1.23M	Sell	35,360 -211	-0.6%	-$7.23K	0.56%	45
2016 Q3	$1.23M	Sell	35,571 -5,482	-13%	-$165K	0.55%	46
2016 Q2	$1.14M	Buy	41,053 +2,600	+7%	+$67K	0.56%	46
2016 Q1	$890K	Buy	38,453 +32,820	+583%	+$674K	0.41%	47
2015 Q4	$142K	Sell	5,633 -1,821	-24%	-$63.7K	0.07%	173
2015 Q3	$347K	Hold	7,454	–	–	0.19%	114
2015 Q2	$513K	Buy	+7,454	New	+$560K	0.3%	85

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 $5.22B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCA

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

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Cypress Wealth Advisors's PAGP Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Plains GP Holdings (PAGP) stake by 4.4% in Q1 2019, selling an estimated $78K and leaving 71,875 shares worth $1.79M. The position accounts for 2.05% of the portfolio, ranked #14.

Cypress Wealth Advisors first reported a position in PAGP in Q2 2015 and has held it in 14 quarters since. The position peaked at $2M in Q3 2018. 263 funds tracked by Wall St. Rank hold PAGP as of Q1 2019.

Cypress Wealth Advisors held 71,875 shares of Plains GP Holdings worth $1.79M as of Q1 2019.
Cypress Wealth Advisors sold 3,300 Plains GP Holdings shares in Q1 2019, an estimated $78K.
Plains GP Holdings made up 2.05% of Cypress Wealth Advisors's portfolio in Q1 2019, its #14 holding.
Cypress Wealth Advisors first reported a position in Plains GP Holdings in Q2 2015 and has held it in 14 quarters since.
Cypress Wealth Advisors's Plains GP Holdings position peaked at $2M in Q3 2018.
263 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.