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United Capital Financial Advisors’s Plains GP Holdings PAGP Stock Holding History

United Capital 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
2024
Q2 		– Sell
-12,380
Closed -$226K – 1088
2024
Q1 		$226K Hold
12,380
– – ﹤0.01% 981
2023
Q4 		$197K Sell
12,380
-61,340
-83% -$969K ﹤0.01% 1008
2023
Q3 		$1.19M Sell
73,720
-670
-0.9% -$10.5K 0.01% 486
2023
Q2 		$1.1M Sell
74,390
-430
-0.6% -$5.94K 0.01% 532
2023
Q1 		$982K Buy
74,820
+2,245
+3% +$29.4K 0.01% 580
2022
Q4 		$903K Sell
72,575
-16,175
-18% -$202K 0.01% 628
2022
Q3 		$968K Buy
88,750
+16,549
+23% +$190K 0.01% 619
2022
Q2 		$745K Buy
72,201
+2,430
+3% +$27.9K ﹤0.01% 694
2022
Q1 		$806K Sell
69,771
-4,990
-7% -$57.4K ﹤0.01% 718
2021
Q4 		$758K Sell
74,761
-15,414
-17% -$166K ﹤0.01% 751
2021
Q3 		$972K Sell
90,175
-10
-0% -$105 ﹤0.01% 685
2021
Q2 		$1.08M Sell
90,185
-9,010
-9% -$96K 0.01% 674
2021
Q1 		$932K Sell
99,195
-27,366
-22% -$255K 0.01% 692
2020
Q4 		$1.07M Sell
126,561
-47,577
-27% -$369K 0.01% 657
2020
Q3 		$1.06M Sell
174,138
-60,229
-26% -$461K 0.01% 646
2020
Q2 		$2.09M Sell
234,367
-15,337
-6% -$135K 0.02% 508
2020
Q1 		$1.4M Sell
249,704
-10,627
-4% -$150K 0.01% 561
2019
Q4 		$4.93M Sell
260,331
-9,225
-3% -$173K 0.03% 424
2019
Q3 		$5.72M Sell
269,556
-15,076
-5% -$348K 0.04% 380
2019
Q2 		$7.11M Sell
284,632
-2,006
-0.7% -$48.5K 0.05% 354
2019
Q1 		$7.14M Sell
286,638
-7,972
-3% -$188K 0.05% 343
2018
Q4 		$5.92M Buy
294,610
+5,044
+2% +$112K 0.05% 334
2018
Q3 		$7.1M Sell
289,566
-104
-0% -$2.58K 0.05% 366
2018
Q2 		$6.93M Buy
289,670
+4,907
+2% +$120K 0.05% 360
2018
Q1 		$6.19M Buy
284,763
+61,169
+27% +$1.35M 0.05% 372
2017
Q4 		$4.93M Buy
223,594
+16,091
+8% +$339K 0.04% 416
2017
Q3 		$4.54M Sell
207,503
-17,584
-8% -$418K 0.04% 409
2017
Q2 		$5.89M Buy
225,087
+26,041
+13% +$728K 0.05% 353
2017
Q1 		$6.21M Buy
199,046
+40,186
+25% +$1.31M 0.06% 336
2016
Q4 		$5.51M Buy
158,860
+13,470
+9% +$462K 0.05% 352
2016
Q3 		$5.01M Buy
145,390
+126,150
+656% +$3.8M 0.05% 379
2016
Q2 		$512K Sell
19,240
-22,243
-54% -$574K 0.01% 909
2016
Q1 		$960K Sell
41,483
-29,375
-41% -$603K 0.01% 705
2015
Q4 		$1.78M Sell
70,858
-11,267
-14% -$394K 0.02% 567
2015
Q3 		$3.83M Buy
82,125
+40,487
+97% +$2.27M 0.05% 377
2015
Q2 		$2.87M Sell
41,638
-9,409
-18% -$706K 0.03% 497
2015
Q1 		$4M Sell
51,047
-1,991
-4% -$145K 0.05% 384
2014
Q4 		$3.63M Buy
+53,038
New +$3.77M 0.05% 323

Other funds holding PAGP

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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

United Capital Financial Advisors's PAGP Position: Q2 2024 in Review

United Capital Financial Advisors sold out of Plains GP Holdings (PAGP) in Q2 2024, closing a stake of 12,380 shares — an estimated $226K sold.

United Capital Financial Advisors first reported a position in PAGP in Q4 2014 and held it in 38 quarters. The position peaked at $7.14M in Q1 2019. 276 funds tracked by Wall St. Rank hold PAGP as of Q2 2024.

  • United Capital Financial Advisors reported no remaining Plains GP Holdings position as of Q2 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,380 Plains GP Holdings shares in Q2 2024, an estimated $226K.
  • United Capital Financial Advisors first reported a position in Plains GP Holdings in Q4 2014 and held it in 38 quarters.
  • United Capital Financial Advisors's Plains GP Holdings position peaked at $7.14M in Q1 2019.
  • 276 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.