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Kula Investments’s Plains GP Holdings PAGP Stock Holding History

Kula Investments’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
2023
Q1 		– Sell
-23,528
Closed -$293K – 798
2022
Q4 		$293K Buy
+23,528
New +$293K 0.09% 392

Other funds holding PAGP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Kula Investments's PAGP Position: Q1 2023 in Review

Kula Investments sold out of Plains GP Holdings (PAGP) in Q1 2023, closing a stake of 23,528 shares — an estimated $293K sold.

Kula Investments first reported a position in PAGP in Q4 2022 and held it in 1 quarter. The position peaked at $293K in Q4 2022. 255 funds tracked by Wall St. Rank hold PAGP as of Q1 2023.

  • Kula Investments reported no remaining Plains GP Holdings position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 23,528 Plains GP Holdings shares in Q1 2023, an estimated $293K.
  • Kula Investments first reported a position in Plains GP Holdings in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Plains GP Holdings position peaked at $293K in Q4 2022.
  • 255 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.