OTA Financial Group’s Plains GP Holdings PAGP Stock Holding History

OTA Financial Group’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
2022 Q4	–	Sell	-66,572	Closed	-$726K	–	94
2022 Q3	$726K	Buy	+66,572	New	+$763K	0.63%	21
2021 Q1	–	Sell	-94,572	Closed	-$799K	–	71
2020 Q4	$799K	Buy	94,572 +20,384	+27%	+$158K	0.53%	34
2020 Q3	$451K	Sell	74,188 -276,284	-79%	-$2.12M	0.42%	33
2020 Q2	$3.12M	Buy	+350,472	New	+$3.09M	3.66%	9
2019 Q4	–	Sell	-62,803	Closed	-$1.33M	–	71
2019 Q3	$1.33M	Buy	+62,803	New	+$1.45M	1.1%	15

Other funds holding PAGP

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

ClearBridge Investments

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

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

NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

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

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return