KJWM
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Kiley Juergens Wealth Management’s Targa Resources TRGP Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-651
Closed -$36K – 586
2018
Q3 		$36K Hold
651
– – 0.03% 280
2018
Q2 		$32K Buy
+651
New +$30.9K 0.03% 258
2018
Q1 		– Sell
-651
Closed -$31K – 549
2017
Q4 		$31K Buy
+651
New +$29.1K 0.03% 277

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kiley Juergens Wealth Management's TRGP Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Targa Resources (TRGP) in Q4 2018, closing a stake of 651 shares — an estimated $36K sold.

Kiley Juergens Wealth Management first reported a position in TRGP in Q4 2017 and held it in 3 quarters. The position peaked at $36K in Q3 2018. 481 funds tracked by Wall St. Rank hold TRGP as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Targa Resources position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 651 Targa Resources shares in Q4 2018, an estimated $36K.
  • Kiley Juergens Wealth Management first reported a position in Targa Resources in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Targa Resources position peaked at $36K in Q3 2018.
  • 481 funds tracked by Wall St. Rank held Targa Resources as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.