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Executive Wealth Management’s Targa Resources TRGP Stock Holding History

Executive 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
2019
Q3 		– Sell
-147
Closed -$6K – 728
2019
Q2 		$6K Hold
147
– – ﹤0.01% 697
2019
Q1 		$6K Hold
147
– – ﹤0.01% 629
2018
Q4 		$5K Buy
+147
New +$7.11K ﹤0.01% 686

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Executive Wealth Management's TRGP Position: Q3 2019 in Review

Executive Wealth Management sold out of Targa Resources (TRGP) in Q3 2019, closing a stake of 147 shares — an estimated $6K sold.

Executive Wealth Management first reported a position in TRGP in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 437 funds tracked by Wall St. Rank hold TRGP as of Q3 2019.

  • Executive Wealth Management reported no remaining Targa Resources position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 147 Targa Resources shares in Q3 2019, an estimated $6K.
  • Executive Wealth Management first reported a position in Targa Resources in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Targa Resources position peaked at $6K in Q2 2019.
  • 437 funds tracked by Wall St. Rank held Targa Resources as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.