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Laurel Wealth Advisors (California)’s Targa Resources TRGP Stock Holding History

Laurel Wealth Advisors (California)’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
Q3 		– Sell
-4,072
Closed -$201K – 449
2018
Q2 		$201K Buy
+4,072
New +$194K 0.05% 360

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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
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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TRGP Position: Q3 2018 in Review

Laurel Wealth Advisors (California) sold out of Targa Resources (TRGP) in Q3 2018, closing a stake of 4,072 shares — an estimated $201K sold.

Laurel Wealth Advisors (California) first reported a position in TRGP in Q2 2018 and held it in 1 quarter. The position peaked at $201K in Q2 2018. 467 funds tracked by Wall St. Rank hold TRGP as of Q3 2018.

  • Laurel Wealth Advisors (California) reported no remaining Targa Resources position as of Q3 2018 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 4,072 Targa Resources shares in Q3 2018, an estimated $201K.
  • Laurel Wealth Advisors (California) first reported a position in Targa Resources in Q2 2018 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Targa Resources position peaked at $201K in Q2 2018.
  • 467 funds tracked by Wall St. Rank held Targa Resources as of Q3 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2018, filed 15 Nov 2018.