AWMS
TOO

Advocacy Wealth Management Services’s Teekay Offshore Partners L.P. TOO Stock Holding History

Advocacy Wealth Management Services’s Portfolio TOO Stock Details TOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-4,000
Closed -$37K – 574
2015
Q4 		$37K Buy
+4,000
New +$50.5K 0.04% 193
2013
Q3 		$67K Hold
2,000
– – 0.18% 96
2013
Q2 		$65K Buy
+2,000
New +$63.2K 0.26% 78

Other funds holding TOO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

Advocacy Wealth Management Services's TOO Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of Teekay Offshore Partners L.P. (TOO) in Q1 2016, closing a stake of 4,000 shares — an estimated $37K sold.

Advocacy Wealth Management Services first reported a position in TOO in Q2 2013 and held it in 3 quarters. The position peaked at $67K in Q3 2013. 92 funds tracked by Wall St. Rank hold TOO as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining Teekay Offshore Partners L.P. position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 4,000 Teekay Offshore Partners L.P. shares in Q1 2016, an estimated $37K.
  • Advocacy Wealth Management Services first reported a position in Teekay Offshore Partners L.P. in Q2 2013 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Teekay Offshore Partners L.P. position peaked at $67K in Q3 2013.
  • 92 funds tracked by Wall St. Rank held Teekay Offshore Partners L.P. as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.