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Squar Milner Financial Services’s Plains GP Holdings PAGP Stock Holding History

Squar Milner Financial Services’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
-3,500
Closed -$87K – 559
2019
Q2 		$87K Buy
3,500
+85
+2% +$2.05K 0.06% 288
2019
Q1 		$85K Buy
+3,415
New +$80.7K 0.06% 274

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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 $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
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
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 $121B AUM 27.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Squar Milner Financial Services's PAGP Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Plains GP Holdings (PAGP) in Q3 2019, closing a stake of 3,500 shares — an estimated $87K sold.

Squar Milner Financial Services first reported a position in PAGP in Q1 2019 and held it in 2 quarters. The position peaked at $87K in Q2 2019. 282 funds tracked by Wall St. Rank hold PAGP as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Plains GP Holdings position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,500 Plains GP Holdings shares in Q3 2019, an estimated $87K.
  • Squar Milner Financial Services first reported a position in Plains GP Holdings in Q1 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Plains GP Holdings position peaked at $87K in Q2 2019.
  • 282 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.