Mount Yale Investment Advisors’s Plains GP Holdings PAGP Stock Holding History

Mount Yale Investment 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
2018 Q4	–	Sell	-4,380	Closed	-$101K	–	640
2018 Q3	$101K	Buy	4,380 +610	+16%	+$15.1K	0.02%	441
2018 Q2	$90K	Hold	3,770	–	–	0.02%	495
2018 Q1	$82K	Buy	+3,770	New	+$83.3K	0.02%	512

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

KACA

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 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

SCA

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

CCA

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

Mount Yale Investment Advisors's PAGP Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Plains GP Holdings (PAGP) in Q4 2018, closing a stake of 4,380 shares — an estimated $101K sold.

Mount Yale Investment Advisors first reported a position in PAGP in Q1 2018 and held it in 3 quarters. The position peaked at $101K in Q3 2018. 251 funds tracked by Wall St. Rank hold PAGP as of Q4 2018.

Mount Yale Investment Advisors reported no remaining Plains GP Holdings position as of Q4 2018 after selling out during the quarter.
Mount Yale Investment Advisors sold 4,380 Plains GP Holdings shares in Q4 2018, an estimated $101K.
Mount Yale Investment Advisors first reported a position in Plains GP Holdings in Q1 2018 and held it in 3 quarters.
Mount Yale Investment Advisors's Plains GP Holdings position peaked at $101K in Q3 2018.
251 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.