Evercore Wealth Management’s Targa Resources TRGP Stock Holding History

Evercore 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
2018 Q1	–	Sell	-724	Closed	-$35K	–	749
2017 Q4	$35K	Hold	724	–	–	﹤0.01%	634
2017 Q3	$34K	Hold	724	–	–	﹤0.01%	623
2017 Q2	$33K	Hold	724	–	–	﹤0.01%	638
2017 Q1	$43K	Hold	724	–	–	﹤0.01%	629
2016 Q4	$41K	Hold	724	–	–	﹤0.01%	643
2016 Q3	$36K	Hold	724	–	–	﹤0.01%	668
2016 Q2	$31K	Hold	724	–	–	﹤0.01%	682
2016 Q1	$22K	Buy	+724	New	+$17.3K	﹤0.01%	708
2015 Q3	–	Sell	-62	Closed	-$6K	–	1048
2015 Q2	$6K	Hold	62	–	–	﹤0.01%	978
2015 Q1	$6K	Buy	+62	New	+$5.81K	﹤0.01%	921

Other funds holding TRGP

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Evercore Wealth Management's TRGP Position: Q1 2018 in Review

Evercore Wealth Management sold out of Targa Resources (TRGP) in Q1 2018, closing a stake of 724 shares — an estimated $35K sold.

Evercore Wealth Management first reported a position in TRGP in Q1 2015 and held it in 10 quarters. The position peaked at $43K in Q1 2017. 443 funds tracked by Wall St. Rank hold TRGP as of Q1 2018.

Evercore Wealth Management reported no remaining Targa Resources position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 724 Targa Resources shares in Q1 2018, an estimated $35K.
Evercore Wealth Management first reported a position in Targa Resources in Q1 2015 and held it in 10 quarters.
Evercore Wealth Management's Targa Resources position peaked at $43K in Q1 2017.
443 funds tracked by Wall St. Rank held Targa Resources as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.