Waddell & Reed Financial’s Plains GP Holdings PAGP Stock Holding History

Waddell & Reed Financial’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
2017 Q4	–	Sell	-370,991	Closed	-$8.11M	–	549
2017 Q3	$8.11M	Sell	370,991 -9,050	-2%	-$215K	0.02%	437
2017 Q2	$9.94M	Sell	380,041 -6,250	-2%	-$175K	0.02%	427
2017 Q1	$12.1M	Buy	386,291 +42,479	+12%	+$1.38M	0.03%	402
2016 Q4	$11.9M	Buy	+343,812	New	+$11.8M	0.03%	396
2016 Q1	–	Sell	-6,107,374	Closed	-$154M	–	624
2015 Q4	$154M	Sell	6,107,374 -1,351,361	-18%	-$47.3M	0.25%	102
2015 Q3	$348M	Sell	7,458,735 -300,037	-4%	-$16.8M	0.57%	50
2015 Q2	$534M	Buy	7,758,772 +115,956	+2%	+$8.7M	0.77%	39
2015 Q1	$577M	Buy	7,642,816 +34,829	+0.5%	+$2.53M	0.8%	33
2014 Q4	$520M	Buy	7,607,987 +303,064	+4%	+$21.5M	0.72%	41
2014 Q3	$596M	Buy	7,304,923 +40,180	+0.6%	+$3.27M	0.83%	38
2014 Q2	$619M	Sell	7,264,743 -73,402	-1%	-$5.55M	0.91%	26
2014 Q1	$547M	Buy	7,338,145 +6,301	+0.1%	+$453K	0.83%	32
2013 Q4	$523M	Buy	+7,331,844	New	+$459M	0.84%	29

Other funds holding PAGP

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Scopia Capital Management New York $144M AUM 25.93% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return