SWM
PAGP icon

Segment Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Segment Wealth Management’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
Q3 		– Sell
-8,186
Closed -$204K – 206
2019
Q2 		$204K Sell
8,186
-5,360
-40% -$129K 0.04% 194
2019
Q1 		$337K Buy
+13,546
New +$320K 0.07% 150
2017
Q3 		– Sell
-10,007
Closed -$261K – 213
2017
Q2 		$261K Buy
10,007
+2,650
+36% +$74K 0.07% 169
2017
Q1 		$230K Buy
7,357
+1,200
+19% +$39K 0.08% 166
2016
Q4 		$214K Sell
6,157
-1
-0% -$34 0.08% 157
2016
Q3 		$212K Buy
6,158
+751
+14% +$22.6K 0.08% 149
2016
Q2 		$150K Buy
+5,407
New +$139K 0.06% 149

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return