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LBA Wealth Management’s Targa Resources TRGP Stock Holding History

LBA 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
2014
Q4 		– Sell
-146
Closed -$20K – 384
2014
Q3 		$20K Buy
+146
New +$20K 0.01% 234

Other funds holding TRGP

SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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 16.07% 1-Year Est. Return

LBA Wealth Management's TRGP Position: Q4 2014 in Review

LBA Wealth Management sold out of Targa Resources (TRGP) in Q4 2014, closing a stake of 146 shares — an estimated $20K sold.

LBA Wealth Management first reported a position in TRGP in Q3 2014 and held it in 1 quarter. The position peaked at $20K in Q3 2014. 254 funds tracked by Wall St. Rank hold TRGP as of Q4 2014.

  • LBA Wealth Management reported no remaining Targa Resources position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 146 Targa Resources shares in Q4 2014, an estimated $20K.
  • LBA Wealth Management first reported a position in Targa Resources in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Targa Resources position peaked at $20K in Q3 2014.
  • 254 funds tracked by Wall St. Rank held Targa Resources as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.