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Ropes Wealth Advisors’s Targa Resources TRGP Stock Holding History

Ropes Wealth Advisors’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
-38
Closed -$2K – 591
2018
Q2 		$2K Hold
38
– – ﹤0.01% 546
2018
Q1 		$2K Hold
38
– – ﹤0.01% 550
2017
Q4 		$2K Sell
38
-217
-85% -$9.7K ﹤0.01% 733
2017
Q3 		$12K Hold
255
– – ﹤0.01% 498
2017
Q2 		$12K Buy
+255
New +$12.8K ﹤0.01% 451

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

Ropes Wealth Advisors's TRGP Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of Targa Resources (TRGP) in Q3 2018, closing a stake of 38 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in TRGP in Q2 2017 and held it in 5 quarters. The position peaked at $12K in Q3 2017. 467 funds tracked by Wall St. Rank hold TRGP as of Q3 2018.

  • Ropes Wealth Advisors reported no remaining Targa Resources position as of Q3 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 38 Targa Resources shares in Q3 2018, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Targa Resources in Q2 2017 and held it in 5 quarters.
  • Ropes Wealth Advisors's Targa Resources position peaked at $12K in Q3 2017.
  • 467 funds tracked by Wall St. Rank held Targa Resources as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.