JP Morgan Private Wealth Advisors’s Plains GP Holdings PAGP Stock Holding History

JP Morgan Private 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
2019 Q2	–	Sell	-24,485	Closed	-$610K	–	1442
2019 Q1	$610K	Buy	24,485 +25	+0.1%	+$591	﹤0.01%	954
2018 Q4	$492K	Sell	24,460 -38,799	-61%	-$860K	﹤0.01%	975
2018 Q3	$1.55M	Buy	63,259 +44,204	+232%	+$1.09M	0.01%	685
2018 Q2	$455K	Buy	+19,055	New	+$467K	﹤0.01%	1041
2018 Q1	–	Sell	-18,417	Closed	-$404K	–	1354
2017 Q4	$404K	Buy	+18,417	New	+$388K	﹤0.01%	946
2015 Q4	–	Sell	-30,021	Closed	-$1.4M	–	1199
2015 Q3	$1.4M	Buy	+30,021	New	+$1.68M	0.02%	398
2015 Q2	–	Sell	-17,843	Closed	-$1.35M	–	1117
2015 Q1	$1.35M	Buy	17,843 +3,802	+27%	+$276K	0.02%	460
2014 Q4	$960K	Buy	14,041 +3,718	+36%	+$264K	0.01%	536
2014 Q3	$843K	Buy	+10,323	New	+$839K	0.01%	550

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

DBC

Deep Basin Capital Stamford, Connecticut $739M AUM 4.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PAGP Position: Q2 2019 in Review

JP Morgan Private Wealth Advisors sold out of Plains GP Holdings (PAGP) in Q2 2019, closing a stake of 24,485 shares — an estimated $610K sold.

JP Morgan Private Wealth Advisors first reported a position in PAGP in Q3 2014 and held it in 9 quarters. The position peaked at $1.55M in Q3 2018. 274 funds tracked by Wall St. Rank hold PAGP as of Q2 2019.

JP Morgan Private Wealth Advisors reported no remaining Plains GP Holdings position as of Q2 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 24,485 Plains GP Holdings shares in Q2 2019, an estimated $610K.
JP Morgan Private Wealth Advisors first reported a position in Plains GP Holdings in Q3 2014 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Plains GP Holdings position peaked at $1.55M in Q3 2018.
274 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.