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Cypress Wealth Advisors’s Targa Resources TRGP Stock Holding History

Cypress Wealth 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
2019
Q1 		$1.72M Sell
41,425
-18,167
-30% -$762K 1.97% 17
2018
Q4 		$2.15M Buy
59,592
+3,175
+6% +$154K 2.95% 9
2018
Q3 		$3.18M Sell
56,417
-14,075
-20% -$751K 3.34% 6
2018
Q2 		$3.49M Sell
70,492
-325
-0.5% -$15.4K 3.78% 4
2018
Q1 		$3.12M Sell
70,817
-13,000
-16% -$619K 3.38% 5
2017
Q4 		$4.06M Buy
83,817
+78,950
+1,622% +$3.53M 3.89% 3
2017
Q3 		$230K Sell
4,867
-2,933
-38% -$133K 0.37% 55
2017
Q2 		$353K Sell
7,800
-30,950
-80% -$1.56M 0.41% 52
2017
Q1 		$2.32M Sell
38,750
-1,750
-4% -$102K 1.06% 20
2016
Q4 		$2.27M Sell
40,500
-300
-0.7% -$15.2K 1.04% 22
2016
Q3 		$2M Buy
40,800
+8,550
+27% +$371K 0.9% 25
2016
Q2 		$1.36M Buy
32,250
+1,700
+6% +$66.6K 0.67% 36
2016
Q1 		$912K Buy
30,550
+19,350
+173% +$462K 0.42% 46
2015
Q4 		$303K Sell
11,200
-3,600
-24% -$160K 0.15% 123
2015
Q3 		$762K Hold
14,800
– – 0.41% 55
2015
Q2 		$1.32M Buy
+14,800
New +$1.44M 0.77% 39

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Cypress Wealth Advisors's TRGP Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Targa Resources (TRGP) stake by 30% in Q1 2019, selling an estimated $762K and leaving 41,425 shares worth $1.72M. The position accounts for 1.97% of the portfolio, ranked #17.

Cypress Wealth Advisors first reported a position in TRGP in Q2 2015 and has held it in 16 quarters since. The position peaked at $4.06M in Q4 2017. 475 funds tracked by Wall St. Rank hold TRGP as of Q1 2019.

  • Cypress Wealth Advisors held 41,425 shares of Targa Resources worth $1.72M as of Q1 2019.
  • Cypress Wealth Advisors sold 18,167 Targa Resources shares in Q1 2019, an estimated $762K.
  • Targa Resources made up 1.97% of Cypress Wealth Advisors's portfolio in Q1 2019, its #17 holding.
  • Cypress Wealth Advisors first reported a position in Targa Resources in Q2 2015 and has held it in 16 quarters since.
  • Cypress Wealth Advisors's Targa Resources position peaked at $4.06M in Q4 2017.
  • 475 funds tracked by Wall St. Rank held Targa Resources as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.