Tiedemann Advisors’s Plains GP Holdings PAGP Stock Holding History

Tiedemann 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
2015 Q4	–	Sell	-7,730	Closed	-$360K	–	58
2015 Q3	$360K	Hold	7,730	–	–	0.28%	37
2015 Q2	$532K	Hold	7,730	–	–	0.55%	31
2015 Q1	$584K	Hold	7,730	–	–	1.07%	23
2014 Q4	$528K	Buy	7,730 +2,653	+52%	+$188K	0.83%	28
2014 Q3	$414K	Hold	5,077	–	–	0.85%	29
2014 Q2	$432K	Hold	5,077	–	–	1.01%	26
2014 Q1	$378K	Hold	5,077	–	–	1.2%	25
2013 Q4	$361K	Buy	+5,077	New	+$318K	1.19%	24

Other funds holding PAGP

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 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

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EGA

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Tiedemann Advisors's PAGP Position: Q4 2015 in Review

Tiedemann Advisors sold out of Plains GP Holdings (PAGP) in Q4 2015, closing a stake of 7,730 shares — an estimated $360K sold.

Tiedemann Advisors first reported a position in PAGP in Q4 2013 and held it in 8 quarters. The position peaked at $584K in Q1 2015. 226 funds tracked by Wall St. Rank hold PAGP as of Q4 2015.

Tiedemann Advisors reported no remaining Plains GP Holdings position as of Q4 2015 after selling out during the quarter.
Tiedemann Advisors sold 7,730 Plains GP Holdings shares in Q4 2015, an estimated $360K.
Tiedemann Advisors first reported a position in Plains GP Holdings in Q4 2013 and held it in 8 quarters.
Tiedemann Advisors's Plains GP Holdings position peaked at $584K in Q1 2015.
226 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2015.

Based on Tiedemann Advisors's 13F filing for Q4 2015, filed 28 Jan 2016.