HFP
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Holistic Financial Partners’s Targa Resources TRGP Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-44
Closed -$2K – 330
2018
Q1 		$2K Hold
44
– – ﹤0.01% 429
2017
Q4 		$2K Buy
+44
New +$1.97K ﹤0.01% 435

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Holistic Financial Partners's TRGP Position: Q2 2018 in Review

Holistic Financial Partners sold out of Targa Resources (TRGP) in Q2 2018, closing a stake of 44 shares — an estimated $2K sold.

Holistic Financial Partners first reported a position in TRGP in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 452 funds tracked by Wall St. Rank hold TRGP as of Q2 2018.

  • Holistic Financial Partners reported no remaining Targa Resources position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 44 Targa Resources shares in Q2 2018, an estimated $2K.
  • Holistic Financial Partners first reported a position in Targa Resources in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Targa Resources position peaked at $2K in Q1 2018.
  • 452 funds tracked by Wall St. Rank held Targa Resources as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.