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Integrated Wealth Management (Palm Desert)’s Targa Resources TRGP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-191
Closed -$9K – 933
2016
Q3 		$9K Sell
191
-1,860
-91% -$80.8K ﹤0.01% 796
2016
Q2 		$86K Buy
2,051
+1,760
+605% +$69K 0.03% 325
2016
Q1 		$9K Buy
+291
New +$6.94K ﹤0.01% 731

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
S
Stonepeak New York $20.7M AUM 19.44% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s TRGP Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Targa Resources (TRGP) in Q4 2016, closing a stake of 191 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TRGP in Q1 2016 and held it in 3 quarters. The position peaked at $86K in Q2 2016. 426 funds tracked by Wall St. Rank hold TRGP as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Targa Resources position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 191 Targa Resources shares in Q4 2016, an estimated $9K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Targa Resources in Q1 2016 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s Targa Resources position peaked at $86K in Q2 2016.
  • 426 funds tracked by Wall St. Rank held Targa Resources as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.