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Sequoia Financial Advisors’s Plains GP Holdings PAGP Stock Holding History

Sequoia Financial 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
2014
Q4 		– Sell
-4,493
Closed -$367K – 168
2014
Q3 		$367K Buy
+4,493
New +$365K 0.25% 97
2014
Q2 		– Sell
-7,502
Closed -$559K – 167
2014
Q1 		$559K Sell
7,502
-1,214
-14% -$87.4K 0.47% 61
2013
Q4 		$621K Buy
+8,716
New +$546K 0.51% 57

Other funds holding PAGP

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sequoia Financial Advisors's PAGP Position: Q4 2014 in Review

Sequoia Financial Advisors sold out of Plains GP Holdings (PAGP) in Q4 2014, closing a stake of 4,493 shares — an estimated $367K sold.

Sequoia Financial Advisors first reported a position in PAGP in Q4 2013 and held it in 3 quarters. The position peaked at $621K in Q4 2013. 195 funds tracked by Wall St. Rank hold PAGP as of Q4 2014.

  • Sequoia Financial Advisors reported no remaining Plains GP Holdings position as of Q4 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,493 Plains GP Holdings shares in Q4 2014, an estimated $367K.
  • Sequoia Financial Advisors first reported a position in Plains GP Holdings in Q4 2013 and held it in 3 quarters.
  • Sequoia Financial Advisors's Plains GP Holdings position peaked at $621K in Q4 2013.
  • 195 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2014.

Based on Sequoia Financial Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.