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Gupta Wealth Management’s Targa Resources TRGP Stock Holding History

Gupta 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
2016
Q1 		$22K Buy
+739
New +$17.6K 0.01% 635
2015
Q4 		– Sell
-1,165
Closed -$60K – 1361
2015
Q3 		$60K Hold
1,165
– – 0.01% 415
2015
Q2 		$104K Hold
1,165
– – 0.03% 343
2015
Q1 		$112K Buy
+1,165
New +$109K 0.03% 293

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 $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gupta Wealth Management's TRGP Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Targa Resources (TRGP) in Q1 2016: 739 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in TRGP as recently as Q3 2015.

Gupta Wealth Management first reported a position in TRGP in Q1 2015 and has held it in 4 quarters since. The position peaked at $112K in Q1 2015. 325 funds tracked by Wall St. Rank hold TRGP as of Q1 2016.

  • Gupta Wealth Management held 739 shares of Targa Resources worth $22K as of Q1 2016.
  • Targa Resources was a new Gupta Wealth Management position in Q1 2016.
  • Targa Resources made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #635 holding.
  • Gupta Wealth Management first reported a position in Targa Resources in Q1 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Targa Resources position peaked at $112K in Q1 2015.
  • 325 funds tracked by Wall St. Rank held Targa Resources as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.