Evoke Wealth’s Plains GP Holdings PAGP Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-9,591	Closed	-$204K	–	1406
2019 Q3	$204K	Buy	+9,591	New	+$222K	0.03%	252

Other funds holding PAGP

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

EIP

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Evoke Wealth's PAGP Position: Q4 2019 in Review

Evoke Wealth sold out of Plains GP Holdings (PAGP) in Q4 2019, closing a stake of 9,591 shares — an estimated $204K sold.

Evoke Wealth first reported a position in PAGP in Q3 2019 and held it in 1 quarter. The position peaked at $204K in Q3 2019. 263 funds tracked by Wall St. Rank hold PAGP as of Q4 2019.

Evoke Wealth reported no remaining Plains GP Holdings position as of Q4 2019 after selling out during the quarter.
Evoke Wealth sold 9,591 Plains GP Holdings shares in Q4 2019, an estimated $204K.
Evoke Wealth first reported a position in Plains GP Holdings in Q3 2019 and held it in 1 quarter.
Evoke Wealth's Plains GP Holdings position peaked at $204K in Q3 2019.
263 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.