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

IBEX 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
2020
Q1 		– Sell
-141,014
Closed -$2.67M – 107
2019
Q4 		$2.67M Buy
+141,014
New +$2.65M 0.82% 50

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
KACA
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

IBEX Wealth Advisors's PAGP Position: Q1 2020 in Review

IBEX Wealth Advisors sold out of Plains GP Holdings (PAGP) in Q1 2020, closing a stake of 141,014 shares — an estimated $2.67M sold.

IBEX Wealth Advisors first reported a position in PAGP in Q4 2019 and held it in 1 quarter. The position peaked at $2.67M in Q4 2019. 240 funds tracked by Wall St. Rank hold PAGP as of Q1 2020.

  • IBEX Wealth Advisors reported no remaining Plains GP Holdings position as of Q1 2020 after selling out during the quarter.
  • IBEX Wealth Advisors sold 141,014 Plains GP Holdings shares in Q1 2020, an estimated $2.67M.
  • IBEX Wealth Advisors first reported a position in Plains GP Holdings in Q4 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Plains GP Holdings position peaked at $2.67M in Q4 2019.
  • 240 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2020.

Based on IBEX Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.