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Frontier Wealth Management’s Targa Resources TRGP Stock Holding History

Frontier 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
Q3 		– Sell
-5,874
Closed -$266K – 405
2017
Q2 		$266K Buy
5,874
+344
+6% +$17.3K 0.04% 311
2017
Q1 		$331K Buy
5,530
+837
+18% +$48.6K 0.05% 289
2016
Q4 		$263K Buy
+4,693
New +$237K 0.04% 305

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
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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Frontier Wealth Management's TRGP Position: Q3 2017 in Review

Frontier Wealth Management sold out of Targa Resources (TRGP) in Q3 2017, closing a stake of 5,874 shares — an estimated $266K sold.

Frontier Wealth Management first reported a position in TRGP in Q4 2016 and held it in 3 quarters. The position peaked at $331K in Q1 2017. 405 funds tracked by Wall St. Rank hold TRGP as of Q3 2017.

  • Frontier Wealth Management reported no remaining Targa Resources position as of Q3 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 5,874 Targa Resources shares in Q3 2017, an estimated $266K.
  • Frontier Wealth Management first reported a position in Targa Resources in Q4 2016 and held it in 3 quarters.
  • Frontier Wealth Management's Targa Resources position peaked at $331K in Q1 2017.
  • 405 funds tracked by Wall St. Rank held Targa Resources as of Q3 2017.

Based on Frontier Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.