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

Valeo 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
2020
Q2 		– Sell
-119
Closed -$1K – 2126
2020
Q1 		$1K Hold
119
– – ﹤0.01% 1688
2019
Q4 		$2K Buy
+119
New +$2.23K ﹤0.01% 1471

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 $2.79B AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Valeo Financial Advisors's PAGP Position: Q2 2020 in Review

Valeo Financial Advisors sold out of Plains GP Holdings (PAGP) in Q2 2020, closing a stake of 119 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in PAGP in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 235 funds tracked by Wall St. Rank hold PAGP as of Q2 2020.

  • Valeo Financial Advisors reported no remaining Plains GP Holdings position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 119 Plains GP Holdings shares in Q2 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Plains GP Holdings in Q4 2019 and held it in 2 quarters.
  • Valeo Financial Advisors's Plains GP Holdings position peaked at $2K in Q4 2019.
  • 235 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.