Golden State Wealth Management’s Targa Resources TRGP Stock Holding History

Golden State 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
2020 Q2	–	Sell	-1,200	Closed	-$8K	–	842
2020 Q1	$8K	Buy	+1,200	New	+$35.7K	﹤0.01%	664
2019 Q4	–	Sell	-1,200	Closed	-$48K	–	855
2019 Q3	$48K	Sell	1,200 -560	-32%	-$21.4K	0.02%	438
2019 Q2	$69K	Hold	1,760	–	–	0.02%	393
2019 Q1	$73K	Buy	+1,760	New	+$73.8K	0.02%	374

Other funds holding TRGP

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Golden State Wealth Management's TRGP Position: Q2 2020 in Review

Golden State Wealth Management sold out of Targa Resources (TRGP) in Q2 2020, closing a stake of 1,200 shares — an estimated $8K sold.

Golden State Wealth Management first reported a position in TRGP in Q1 2019 and held it in 4 quarters. The position peaked at $73K in Q1 2019. 349 funds tracked by Wall St. Rank hold TRGP as of Q2 2020.

Golden State Wealth Management reported no remaining Targa Resources position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 1,200 Targa Resources shares in Q2 2020, an estimated $8K.
Golden State Wealth Management first reported a position in Targa Resources in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Targa Resources position peaked at $73K in Q1 2019.
349 funds tracked by Wall St. Rank held Targa Resources as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.