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Genesis Wealth Advisors’s Targa Resources TRGP Stock Holding History

Genesis 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
2015
Q1 		– Sell
-900
Closed -$87.1K – 472
2014
Q4 		$87.1K Buy
+900
New +$104K 0.07% 156

Other funds holding TRGP

SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Genesis Wealth Advisors's TRGP Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of Targa Resources (TRGP) in Q1 2015, closing a stake of 900 shares — an estimated $87.1K sold.

Genesis Wealth Advisors first reported a position in TRGP in Q4 2014 and held it in 1 quarter. The position peaked at $87.1K in Q4 2014. 307 funds tracked by Wall St. Rank hold TRGP as of Q1 2015.

  • Genesis Wealth Advisors reported no remaining Targa Resources position as of Q1 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 900 Targa Resources shares in Q1 2015, an estimated $87.1K.
  • Genesis Wealth Advisors first reported a position in Targa Resources in Q4 2014 and held it in 1 quarter.
  • Genesis Wealth Advisors's Targa Resources position peaked at $87.1K in Q4 2014.
  • 307 funds tracked by Wall St. Rank held Targa Resources as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.