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	–	693
2015 Q2	$6K	Hold	83	–	–	﹤0.01%	912
2015 Q1	$6K	Buy	+83	New	+$6.03K	﹤0.01%	841

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

Financial Architects (New Jersey)'s PAGP Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Plains GP Holdings (PAGP) in Q4 2019, closing a stake of 363 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in PAGP in Q1 2015 and held it in 8 quarters. The position peaked at $17K in Q4 2018. 263 funds tracked by Wall St. Rank hold PAGP as of Q4 2019.

Financial Architects (New Jersey) reported no remaining Plains GP Holdings position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 363 Plains GP Holdings shares in Q4 2019, an estimated $8K.
Financial Architects (New Jersey) first reported a position in Plains GP Holdings in Q1 2015 and held it in 8 quarters.
Financial Architects (New Jersey)'s Plains GP Holdings position peaked at $17K in Q4 2018.
263 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.