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Fusion Family Wealth’s Plains GP Holdings PAGP Stock Holding History

Fusion Family 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
2017
Q2 		– Sell
-106
Closed -$3K – 309
2017
Q1 		$3K Sell
106
-554
-84% -$18K ﹤0.01% 254
2016
Q4 		$22K Buy
+660
New +$22.6K 0.01% 183

Other funds holding PAGP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Fusion Family Wealth's PAGP Position: Q2 2017 in Review

Fusion Family Wealth sold out of Plains GP Holdings (PAGP) in Q2 2017, closing a stake of 106 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in PAGP in Q4 2016 and held it in 2 quarters. The position peaked at $22K in Q4 2016. 238 funds tracked by Wall St. Rank hold PAGP as of Q2 2017.

  • Fusion Family Wealth reported no remaining Plains GP Holdings position as of Q2 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 106 Plains GP Holdings shares in Q2 2017, an estimated $3K.
  • Fusion Family Wealth first reported a position in Plains GP Holdings in Q4 2016 and held it in 2 quarters.
  • Fusion Family Wealth's Plains GP Holdings position peaked at $22K in Q4 2016.
  • 238 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.