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Wealthspire Advisors (Maryland)’s Targa Resources TRGP Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-699
Closed -$29K – 1897
2019
Q1 		$29K Sell
699
-59
-8% -$2.47K ﹤0.01% 1127
2018
Q4 		$27K Buy
758
+136
+22% +$6.58K ﹤0.01% 1101
2018
Q3 		$35K Sell
622
-49
-7% -$2.61K ﹤0.01% 1094
2018
Q2 		$33K Buy
671
+21
+3% +$998 ﹤0.01% 1114
2018
Q1 		$29K Buy
650
+489
+304% +$23.3K ﹤0.01% 1180
2017
Q4 		$8K Buy
161
+22
+16% +$983 ﹤0.01% 1690
2017
Q3 		$7K Buy
139
+48
+53% +$2.18K ﹤0.01% 1700
2017
Q2 		$4K Buy
91
+4
+5% +$201 ﹤0.01% 1845
2017
Q1 		$5K Buy
87
+78
+867% +$4.53K ﹤0.01% 1534
2016
Q4 		$1K Hold
9
– – ﹤0.01% 1680
2016
Q3 		$0 Hold
9
– – ﹤0.01% 1805
2016
Q2 		$0 Sell
9
-658
-99% -$25.8K ﹤0.01% 1803
2016
Q1 		$20K Buy
667
+561
+529% +$13.4K ﹤0.01% 975
2015
Q4 		$3K Buy
+106
New +$4.7K ﹤0.01% 1479

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
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
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TRGP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Targa Resources (TRGP) in Q2 2019, closing a stake of 699 shares — an estimated $29K sold.

Wealthspire Advisors (Maryland) first reported a position in TRGP in Q4 2015 and held it in 14 quarters. The position peaked at $35K in Q3 2018. 440 funds tracked by Wall St. Rank hold TRGP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Targa Resources position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 699 Targa Resources shares in Q2 2019, an estimated $29K.
  • Wealthspire Advisors (Maryland) first reported a position in Targa Resources in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Targa Resources position peaked at $35K in Q3 2018.
  • 440 funds tracked by Wall St. Rank held Targa Resources as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.