WealthStone’s Targa Resources TRGP Stock Holding History

WealthStone’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
2020 Q3	–	Sell	-10,350	Closed	-$208K	–	241
2020 Q2	$208K	Buy	+10,350	New	+$156K	0.1%	154
2019 Q3	–	Sell	-7	Closed	-$274	–	556
2019 Q2	$274	Buy	+7	New	+$278	﹤0.01%	992

Other funds holding TRGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

WealthStone's TRGP Position: Q3 2020 in Review

WealthStone sold out of Targa Resources (TRGP) in Q3 2020, closing a stake of 10,350 shares — an estimated $208K sold.

WealthStone first reported a position in TRGP in Q2 2019 and held it in 2 quarters. The position peaked at $208K in Q2 2020. 340 funds tracked by Wall St. Rank hold TRGP as of Q3 2020.

WealthStone reported no remaining Targa Resources position as of Q3 2020 after selling out during the quarter.
WealthStone sold 10,350 Targa Resources shares in Q3 2020, an estimated $208K.
WealthStone first reported a position in Targa Resources in Q2 2019 and held it in 2 quarters.
WealthStone's Targa Resources position peaked at $208K in Q2 2020.
340 funds tracked by Wall St. Rank held Targa Resources as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.