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Independent Portfolio Consultants’s Plains GP Holdings PAGP Stock Holding History

Independent Portfolio Consultants’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
2015
Q1 		– Sell
-1,226
Closed -$84K – 1031
2014
Q4 		$84K Sell
1,226
-1,282
-51% -$91.1K 0.02% 550
2014
Q3 		$205K Buy
2,508
+659
+36% +$53.6K 0.06% 467
2014
Q2 		$158K Buy
+1,849
New +$140K 0.04% 477

Other funds holding PAGP

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Independent Portfolio Consultants's PAGP Position: Q1 2015 in Review

Independent Portfolio Consultants sold out of Plains GP Holdings (PAGP) in Q1 2015, closing a stake of 1,226 shares — an estimated $84K sold.

Independent Portfolio Consultants first reported a position in PAGP in Q2 2014 and held it in 3 quarters. The position peaked at $205K in Q3 2014. 225 funds tracked by Wall St. Rank hold PAGP as of Q1 2015.

  • Independent Portfolio Consultants reported no remaining Plains GP Holdings position as of Q1 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,226 Plains GP Holdings shares in Q1 2015, an estimated $84K.
  • Independent Portfolio Consultants first reported a position in Plains GP Holdings in Q2 2014 and held it in 3 quarters.
  • Independent Portfolio Consultants's Plains GP Holdings position peaked at $205K in Q3 2014.
  • 225 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2015.

Based on Independent Portfolio Consultants's 13F filing for Q1 2015, filed 27 May 2015.