West Family Investments’s Plains GP Holdings PAGP Stock Holding History

West Family 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
2015 Q2	–	Sell	-188	Closed	-$94K	–	115
2015 Q1	$94K	Hold	188	–	–	0.02%	114
2014 Q4	$75K	Buy	+188	New	+$13.4K	0.01%	107

Other funds holding PAGP

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TCA

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

CCM

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 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

West Family Investments's PAGP Position: Q2 2021 in Review

West Family Investments sold out of Plains GP Holdings (PAGP) in Q2 2021, closing a stake of 67,788 shares — an estimated $637K sold.

West Family Investments first reported a position in PAGP in Q4 2014 and held it in 26 quarters. The position peaked at $2.12M in Q2 2015. 221 funds tracked by Wall St. Rank hold PAGP as of Q2 2021.

West Family Investments reported no remaining Plains GP Holdings position as of Q2 2021 after selling out during the quarter.
West Family Investments sold 67,788 Plains GP Holdings shares in Q2 2021, an estimated $637K.
West Family Investments first reported a position in Plains GP Holdings in Q4 2014 and held it in 26 quarters.
West Family Investments's Plains GP Holdings position peaked at $2.12M in Q2 2015.
221 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2021.

Based on West Family Investments's 13F filing for Q2 2021, filed 12 Aug 2021.