Financial Architects (New Jersey)’s Plains GP Holdings PAGP Stock Holding History

Financial Architects (New Jersey)’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	-363	Closed	-$8K	–	978
2019 Q3	$8K	Hold	363	–	–	﹤0.01%	764
2019 Q2	$9K	Hold	363	–	–	﹤0.01%	909
2019 Q1	$9K	Sell	363 -500	-58%	-$11.8K	﹤0.01%	1116
2018 Q4	$17K	Buy	863 +300	+53%	+$6.65K	﹤0.01%	846
2018 Q3	$14K	Hold	563	–	–	﹤0.01%	1021
2018 Q2	$13K	Buy	+563	New	+$13.8K	﹤0.01%	926
2015 Q3	–	Sell	-83	Closed	-$6K	–	705
2015 Q2	$6K	Hold	83	–	–	﹤0.01%	912
2015 Q1	$6K	Buy	+83	New	+$6.03K	﹤0.01%	841

Other funds holding PAGP

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

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

Massachusetts Financial Services

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

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CIBC Private Wealth Group

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

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