Avantax Planning Partners’s Teekay Offshore Partners L.P. TOO Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-4,175	Closed	-$10K	–	1391
2018 Q3	$10K	Buy	+4,175	New	+$10.2K	﹤0.01%	897
2018 Q2	–	Sell	-4,175	Closed	-$9K	–	1739
2018 Q1	$9K	Buy	+4,175	New	+$10.6K	﹤0.01%	1130

Other funds holding TOO

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

ACM

Aquamarine Capital Management New York $170M AUM 15.49% 1-Year Est. Return

Avantax Planning Partners's TOO Position: Q4 2018 in Review

Avantax Planning Partners sold out of Teekay Offshore Partners L.P. (TOO) in Q4 2018, closing a stake of 4,175 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in TOO in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 69 funds tracked by Wall St. Rank hold TOO as of Q4 2018.

Avantax Planning Partners reported no remaining Teekay Offshore Partners L.P. position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 4,175 Teekay Offshore Partners L.P. shares in Q4 2018, an estimated $10K.
Avantax Planning Partners first reported a position in Teekay Offshore Partners L.P. in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Teekay Offshore Partners L.P. position peaked at $10K in Q3 2018.
69 funds tracked by Wall St. Rank held Teekay Offshore Partners L.P. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.