Taylor Wealth Management Partners’s Plains GP Holdings PAGP Stock Holding History

Taylor Wealth Management Partners’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
2018 Q3	–	Sell	-2,000	Closed	-$48K	–	142
2018 Q2	$48K	Hold	2,000	–	–	0.02%	74
2018 Q1	$43K	Hold	2,000	–	–	0.02%	75
2017 Q4	$44K	Sell	2,000 -600	-23%	-$12.6K	0.02%	98
2017 Q3	$57K	Hold	2,600	–	–	0.03%	96
2017 Q2	$68K	Sell	2,600 -15	-0.6%	-$419	0.03%	96
2017 Q1	$82K	Buy	+2,615	New	+$85K	0.04%	92
2015 Q4	–	Sell	-376	Closed	-$17K	–	159
2015 Q3	$17K	Sell	376 -62,109	-99%	-$3.48M	0.01%	106
2015 Q2	$4.3M	Sell	62,485 -58,203	-48%	-$4.37M	1.37%	32
2015 Q1	$9.12M	Buy	+120,688	New	+$8.76M	2.86%	14

Other funds holding PAGP

TCA

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

KACA

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

CCM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Taylor Wealth Management Partners's PAGP Position: Q3 2018 in Review

Taylor Wealth Management Partners sold out of Plains GP Holdings (PAGP) in Q3 2018, closing a stake of 2,000 shares — an estimated $48K sold.

Taylor Wealth Management Partners first reported a position in PAGP in Q1 2015 and held it in 9 quarters. The position peaked at $9.12M in Q1 2015. 250 funds tracked by Wall St. Rank hold PAGP as of Q3 2018.

Taylor Wealth Management Partners reported no remaining Plains GP Holdings position as of Q3 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 2,000 Plains GP Holdings shares in Q3 2018, an estimated $48K.
Taylor Wealth Management Partners first reported a position in Plains GP Holdings in Q1 2015 and held it in 9 quarters.
Taylor Wealth Management Partners's Plains GP Holdings position peaked at $9.12M in Q1 2015.
250 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2018, filed 23 Oct 2018.