AWM
TOO

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

AE Wealth Management’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
2020
Q1 		– Sell
-10,332
Closed -$16K – 1312
2019
Q4 		$16K Sell
10,332
-450
-4% -$692 ﹤0.01% 1115
2019
Q3 		$13K Hold
10,782
– – ﹤0.01% 981
2019
Q2 		$14K Buy
+10,782
New +$13.6K ﹤0.01% 957

AE Wealth Management's TOO Position: Q1 2020 in Review

AE Wealth Management sold out of Teekay Offshore Partners L.P. (TOO) in Q1 2020, closing a stake of 10,332 shares — an estimated $16K sold.

AE Wealth Management first reported a position in TOO in Q2 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 1 fund tracked by Wall St. Rank holds TOO as of Q1 2020.

  • AE Wealth Management reported no remaining Teekay Offshore Partners L.P. position as of Q1 2020 after selling out during the quarter.
  • AE Wealth Management sold 10,332 Teekay Offshore Partners L.P. shares in Q1 2020, an estimated $16K.
  • AE Wealth Management first reported a position in Teekay Offshore Partners L.P. in Q2 2019 and held it in 3 quarters.
  • AE Wealth Management's Teekay Offshore Partners L.P. position peaked at $16K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Teekay Offshore Partners L.P. as of Q1 2020.

Based on AE Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.