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Advocacy Wealth Management Services’s Targa Resources TRGP Stock Holding History

Advocacy Wealth Management Services’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3,476
Closed -$146K – 389
2016
Q2 		$146K Sell
3,476
-1,208
-26% -$47.3K 0.07% 78
2016
Q1 		$140K Buy
+4,684
New +$112K 0.1% 110

Other funds holding TRGP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Advocacy Wealth Management Services's TRGP Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of Targa Resources (TRGP) in Q3 2016, closing a stake of 3,476 shares — an estimated $146K sold.

Advocacy Wealth Management Services first reported a position in TRGP in Q1 2016 and held it in 2 quarters. The position peaked at $146K in Q2 2016. 381 funds tracked by Wall St. Rank hold TRGP as of Q3 2016.

  • Advocacy Wealth Management Services reported no remaining Targa Resources position as of Q3 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 3,476 Targa Resources shares in Q3 2016, an estimated $146K.
  • Advocacy Wealth Management Services first reported a position in Targa Resources in Q1 2016 and held it in 2 quarters.
  • Advocacy Wealth Management Services's Targa Resources position peaked at $146K in Q2 2016.
  • 381 funds tracked by Wall St. Rank held Targa Resources as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.