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

Principal 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
2020 Q1	–	Sell	-27,209	Closed	-$516K	–	2238
2019 Q4	$516K	Hold	27,209	–	–	﹤0.01%	1941
2019 Q3	$578K	Buy	27,209 +581	+2%	+$13.4K	﹤0.01%	1918
2019 Q2	$665K	Hold	26,628	–	–	﹤0.01%	1908
2019 Q1	$664K	Hold	26,628	–	–	﹤0.01%	1884
2018 Q4	$535K	Hold	26,628	–	–	﹤0.01%	1901
2018 Q3	$653K	Sell	26,628 -21,273	-44%	-$527K	﹤0.01%	1917
2018 Q2	$1.15M	Hold	47,901	–	–	﹤0.01%	1825
2018 Q1	$1.04M	Hold	47,901	–	–	﹤0.01%	1817
2017 Q4	$1.05M	Hold	47,901	–	–	﹤0.01%	1830
2017 Q3	$1.05M	Sell	47,901 -459,767	-91%	-$10.9M	﹤0.01%	1824
2017 Q2	$13.3M	Buy	507,668 +143,928	+40%	+$4.02M	0.01%	1043
2017 Q1	$11.4M	Buy	363,740 +49,021	+16%	+$1.59M	0.01%	1102
2016 Q4	$10.9M	Sell	314,719 -180,929	-37%	-$6.2M	0.01%	1116
2016 Q3	$17.1M	Buy	495,648 +231,535	+88%	+$6.98M	0.02%	758
2016 Q2	$7.34M	Buy	264,113 +14,188	+6%	+$366K	0.01%	1243
2016 Q1	$5.78M	Buy	+249,925	New	+$5.13M	0.01%	1322

Other funds holding PAGP

TCA

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

EIP

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

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

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

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

KACA

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Principal Financial Group's PAGP Position: Q1 2020 in Review

Principal Financial Group sold out of Plains GP Holdings (PAGP) in Q1 2020, closing a stake of 27,209 shares — an estimated $516K sold.

Principal Financial Group first reported a position in PAGP in Q1 2016 and held it in 16 quarters. The position peaked at $17.1M in Q3 2016. 240 funds tracked by Wall St. Rank hold PAGP as of Q1 2020.

Principal Financial Group reported no remaining Plains GP Holdings position as of Q1 2020 after selling out during the quarter.
Principal Financial Group sold 27,209 Plains GP Holdings shares in Q1 2020, an estimated $516K.
Principal Financial Group first reported a position in Plains GP Holdings in Q1 2016 and held it in 16 quarters.
Principal Financial Group's Plains GP Holdings position peaked at $17.1M in Q3 2016.
240 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2020.

Based on Principal Financial Group's 13F filing for Q1 2020, filed 12 May 2020.