Jacobus Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Jacobus Wealth Management’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
2016 Q2	–	Sell	-25,034	Closed	-$579K	–	247
2016 Q1	$579K	Buy	25,034 +17,383	+227%	+$357K	0.17%	102
2015 Q4	$193K	Buy	7,651 +2,595	+51%	+$90.8K	0.06%	207
2015 Q3	$236K	Buy	5,056 +129	+3%	+$7.22K	0.07%	190
2015 Q2	$339K	Buy	4,927 +975	+25%	+$73.2K	0.08%	164
2015 Q1	$299K	Buy	3,952 +815	+26%	+$59.2K	0.08%	172
2014 Q4	$215K	Buy	3,137 +341	+12%	+$24.2K	0.06%	197
2014 Q3	$228K	Hold	2,796	–	–	0.06%	195
2014 Q2	$238K	Buy	+2,796	New	+$211K	0.06%	197

Other funds holding PAGP

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

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

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

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

ClearBridge Investments

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

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return