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WAM
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
–
1936
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%
1810
2016
Q2
$0
Sell
9
-658
-99%
-$25.8K
﹤0.01%
1810
2016
Q1
$20K
Buy
667
+561
+529%
+$13.4K
﹤0.01%
975
2015
Q4
$3K
Buy
+106
New
+$4.7K
﹤0.01%
1479
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1-Year Est. Return
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1-Year Est. Return
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HFA
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1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
KACA
Kayne Anderson Capital Advisors
Los Angeles, California
$5.22B AUM
17.11%
1-Year Est. Return
CCM
Chickasaw Capital Management
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$2.78B AUM
20.87%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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