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Squar Milner Financial Services’s Targa Resources TRGP Stock Holding History

Squar Milner Financial Services’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
2019
Q3 		– Sell
-1,776
Closed -$70K – 672
2019
Q2 		$70K Buy
1,776
+35
+2% +$1.39K 0.05% 315
2019
Q1 		$72K Buy
1,741
+360
+26% +$15.1K 0.05% 286
2018
Q4 		$50K Sell
1,381
-190
-12% -$9.19K 0.05% 291
2018
Q3 		$88K Sell
1,571
-45
-3% -$2.4K 0.08% 255
2018
Q2 		$80K Buy
+1,616
New +$76.8K 0.07% 274

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Squar Milner Financial Services's TRGP Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Targa Resources (TRGP) in Q3 2019, closing a stake of 1,776 shares — an estimated $70K sold.

Squar Milner Financial Services first reported a position in TRGP in Q2 2018 and held it in 5 quarters. The position peaked at $88K in Q3 2018. 438 funds tracked by Wall St. Rank hold TRGP as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Targa Resources position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,776 Targa Resources shares in Q3 2019, an estimated $70K.
  • Squar Milner Financial Services first reported a position in Targa Resources in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's Targa Resources position peaked at $88K in Q3 2018.
  • 438 funds tracked by Wall St. Rank held Targa Resources as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.