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Concert Wealth Management’s Targa Resources TRGP Stock Holding History

Concert Wealth Management’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
2017
Q2 		– Sell
-4,359
Closed -$245K – 416
2017
Q1 		$245K Hold
4,359
– – 0.06% 406
2016
Q4 		$245K Sell
4,359
-1,025
-19% -$51.8K 0.05% 408
2016
Q3 		$263K Buy
5,384
+274
+5% +$11.9K 0.03% 538
2016
Q2 		$215K Buy
+5,110
New +$200K 0.03% 584

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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

Concert Wealth Management's TRGP Position: Q2 2017 in Review

Concert Wealth Management sold out of Targa Resources (TRGP) in Q2 2017, closing a stake of 4,359 shares — an estimated $245K sold.

Concert Wealth Management first reported a position in TRGP in Q2 2016 and held it in 4 quarters. The position peaked at $263K in Q3 2016. 422 funds tracked by Wall St. Rank hold TRGP as of Q2 2017.

  • Concert Wealth Management reported no remaining Targa Resources position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 4,359 Targa Resources shares in Q2 2017, an estimated $245K.
  • Concert Wealth Management first reported a position in Targa Resources in Q2 2016 and held it in 4 quarters.
  • Concert Wealth Management's Targa Resources position peaked at $263K in Q3 2016.
  • 422 funds tracked by Wall St. Rank held Targa Resources as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.