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Avantax Planning Partners’s Targa Resources TRGP Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-37
Closed -$2K – 1113
2018
Q3 		$2K Buy
+37
New +$1.97K ﹤0.01% 1367
2018
Q2 		– Sell
-37
Closed -$2K – 1370
2018
Q1 		$2K Buy
+37
New +$1.76K ﹤0.01% 1632

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Avantax Planning Partners's TRGP Position: Q4 2018 in Review

Avantax Planning Partners sold out of Targa Resources (TRGP) in Q4 2018, closing a stake of 37 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in TRGP in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 481 funds tracked by Wall St. Rank hold TRGP as of Q4 2018.

  • Avantax Planning Partners reported no remaining Targa Resources position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 37 Targa Resources shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Targa Resources in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Targa Resources position peaked at $2K in Q3 2018.
  • 481 funds tracked by Wall St. Rank held Targa Resources as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.