HWA
TGE

Heritage Wealth Advisors’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

Heritage Wealth Advisors’s Portfolio TGE Stock Details TGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-84
Closed -$1K – 728
2019
Q3 		$1K Buy
+84
New +$1.63K ﹤0.01% 428

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AAM
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CC
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Heritage Wealth Advisors's TGE Position: Q4 2019 in Review

Heritage Wealth Advisors sold out of Tallgrass Energy, LP Class A Shares (TGE) in Q4 2019, closing a stake of 84 shares — an estimated $1K sold.

Heritage Wealth Advisors first reported a position in TGE in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 216 funds tracked by Wall St. Rank hold TGE as of Q4 2019.

  • Heritage Wealth Advisors reported no remaining Tallgrass Energy, LP Class A Shares position as of Q4 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 84 Tallgrass Energy, LP Class A Shares shares in Q4 2019, an estimated $1K.
  • Heritage Wealth Advisors first reported a position in Tallgrass Energy, LP Class A Shares in Q3 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's Tallgrass Energy, LP Class A Shares position peaked at $1K in Q3 2019.
  • 216 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q4 2019.

Based on Heritage Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.