Berman Capital Advisors’s Targa Resources TRGP Stock Holding History

Berman Capital Advisors’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
2021 Q3	$187K	Buy	3,814 +932	+32%	+$41K	0.03%	281
2021 Q2	$128K	Sell	2,882 -97	-3%	-$3.75K	0.02%	320
2021 Q1	$94K	Sell	2,979 -4	-0.1%	-$124	0.02%	321
2020 Q4	$78K	Sell	2,983 -775	-21%	-$16.5K	0.02%	301
2020 Q3	$52K	Buy	3,758 +195	+5%	+$3.42K	0.01%	332
2020 Q2	$70K	Sell	3,563 -720	-17%	-$10.8K	0.02%	273
2020 Q1	$29K	Sell	4,283 -348	-8%	-$10.3K	0.01%	404
2019 Q4	$188K	Sell	4,631 -357	-7%	-$13.9K	0.05%	144
2019 Q3	$199K	Buy	4,988 +14	+0.3%	+$535	0.06%	129
2019 Q2	$193K	Buy	4,974 +72	+1%	+$2.86K	0.06%	133
2019 Q1	$203K	Buy	4,902 +1,243	+34%	+$52.1K	0.07%	126
2018 Q4	$131K	Sell	3,659 -185	-5%	-$8.95K	0.05%	143
2018 Q3	$216K	Buy	+3,844	New	+$205K	0.09%	96

Other funds holding TRGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TCA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's TRGP Position: Q3 2021 in Review

Berman Capital Advisors increased its Targa Resources (TRGP) stake by 32% in Q3 2021, buying an estimated $41K and bringing the position to 3,814 shares worth $187K. The position accounts for 0.03% of the portfolio, ranked #281.

Berman Capital Advisors first reported a position in TRGP in Q3 2018 and has held it in 13 quarters since. The position peaked at $216K in Q3 2018. 432 funds tracked by Wall St. Rank hold TRGP as of Q3 2021.

Berman Capital Advisors held 3,814 shares of Targa Resources worth $187K as of Q3 2021.
Berman Capital Advisors bought 932 Targa Resources shares in Q3 2021, an estimated $41K.
Targa Resources made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #281 holding.
Berman Capital Advisors first reported a position in Targa Resources in Q3 2018 and has held it in 13 quarters since.
Berman Capital Advisors's Targa Resources position peaked at $216K in Q3 2018.
432 funds tracked by Wall St. Rank held Targa Resources as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.