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YorkBridge Wealth Partners’s Targa Resources TRGP Stock Holding History

YorkBridge Wealth Partners’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
2017
Q3 		– Sell
-271
Closed -$12K – 911
2017
Q2 		$12K Sell
271
-34
-11% -$1.71K 0.01% 607
2017
Q1 		$17K Hold
305
– – 0.01% 545
2016
Q4 		$16K Buy
+305
New +$15.4K 0.01% 500

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O
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CCM
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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
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ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
CCCA
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HFA
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YorkBridge Wealth Partners's TRGP Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Targa Resources (TRGP) in Q3 2017, closing a stake of 271 shares — an estimated $12K sold.

YorkBridge Wealth Partners first reported a position in TRGP in Q4 2016 and held it in 3 quarters. The position peaked at $17K in Q1 2017. 405 funds tracked by Wall St. Rank hold TRGP as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Targa Resources position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 271 Targa Resources shares in Q3 2017, an estimated $12K.
  • YorkBridge Wealth Partners first reported a position in Targa Resources in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Targa Resources position peaked at $17K in Q1 2017.
  • 405 funds tracked by Wall St. Rank held Targa Resources as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.