WI
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WBI Investments’s Plains GP Holdings PAGP Stock Holding History

WBI Investments’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
Q1 		– Sell
-55,186
Closed -$880K – 229
2023
Q4 		$880K Sell
55,186
-4,035
-7% -$63.7K 0.18% 122
2023
Q3 		$955K Sell
59,221
-10,476
-15% -$165K 0.19% 114
2023
Q2 		$1.03M Buy
69,697
+4,943
+8% +$68.3K 0.19% 122
2023
Q1 		$850K Sell
64,754
-17,823
-22% -$234K 0.17% 131
2022
Q4 		$1.03M Buy
82,577
+5,986
+8% +$74.6K 0.22% 96
2022
Q3 		$835K Sell
76,591
-6,153
-7% -$70.5K 0.24% 62
2022
Q2 		$853K Buy
+82,744
New +$950K 0.18% 68
2020
Q2 		– Sell
-68,050
Closed -$382K – 124
2020
Q1 		$382K Buy
+68,050
New +$957K 0.07% 62
2019
Q4 		– Sell
-55,268
Closed -$1.17M – 239
2019
Q3 		$1.17M Sell
55,268
-705
-1% -$16.3K 0.11% 121
2019
Q2 		$1.4M Buy
+55,973
New +$1.35M 0.12% 136

Other funds holding PAGP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return