BRWM
TGP

B. Riley Wealth Management’s Teekay LNG Partners L.P. TGP Stock Holding History

B. Riley Wealth Management’s Portfolio TGP Stock Details TGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-300
Closed -$5K – 1122
2014
Q3 		$5K Buy
300
+50
+20% +$2.18K ﹤0.01% 911
2014
Q2 		$11K Sell
250
-250
-50% -$11K 0.01% 807
2014
Q1 		$21K Buy
+500
New +$20.5K 0.02% 627

Other funds holding TGP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Management's TGP Position: Q4 2014 in Review

B. Riley Wealth Management sold out of Teekay LNG Partners L.P. (TGP) in Q4 2014, closing a stake of 300 shares — an estimated $5K sold.

B. Riley Wealth Management first reported a position in TGP in Q1 2014 and held it in 3 quarters. The position peaked at $21K in Q1 2014. 135 funds tracked by Wall St. Rank hold TGP as of Q4 2014.

  • B. Riley Wealth Management reported no remaining Teekay LNG Partners L.P. position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 300 Teekay LNG Partners L.P. shares in Q4 2014, an estimated $5K.
  • B. Riley Wealth Management first reported a position in Teekay LNG Partners L.P. in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Teekay LNG Partners L.P. position peaked at $21K in Q1 2014.
  • 135 funds tracked by Wall St. Rank held Teekay LNG Partners L.P. as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.