JP Morgan Private Wealth Advisors’s Teekay TK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TK Stock Details TK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-10,666	Closed	-$24K	–	1738
2020 Q3	$24K	Hold	10,666	–	–	﹤0.01%	1585
2020 Q2	$26K	Hold	10,666	–	–	﹤0.01%	1536
2020 Q1	$34K	Hold	10,666	–	–	﹤0.01%	1399
2019 Q4	$57K	Sell	10,666 -5,000	-32%	-$24.7K	﹤0.01%	1450
2019 Q3	$63K	Buy	+15,666	New	+$62.7K	﹤0.01%	1404
2016 Q1	–	Sell	-23,549	Closed	-$232K	–	1297
2015 Q4	$232K	Sell	23,549 -33,054	-58%	-$861K	﹤0.01%	973
2015 Q3	$1.68M	Buy	56,603 +24,991	+79%	+$894K	0.02%	368
2015 Q2	$1.35M	Buy	31,612 +7,669	+32%	+$363K	0.02%	439
2015 Q1	$1.12M	Buy	23,943 +6,189	+35%	+$277K	0.01%	502
2014 Q4	$904K	Buy	17,754 +3,889	+28%	+$211K	0.01%	553
2014 Q3	$920K	Buy	13,865 +10,281	+287%	+$604K	0.01%	537
2014 Q2	$223K	Sell	3,584 -106	-3%	-$6.13K	﹤0.01%	792
2014 Q1	$207K	Buy	+3,690	New	+$201K	﹤0.01%	802

Other funds holding TK

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TK Position: Q4 2020 in Review

JP Morgan Private Wealth Advisors sold out of Teekay (TK) in Q4 2020, closing a stake of 10,666 shares — an estimated $24K sold.

JP Morgan Private Wealth Advisors first reported a position in TK in Q1 2014 and held it in 13 quarters. The position peaked at $1.68M in Q3 2015. 59 funds tracked by Wall St. Rank hold TK as of Q4 2020.

JP Morgan Private Wealth Advisors reported no remaining Teekay position as of Q4 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,666 Teekay shares in Q4 2020, an estimated $24K.
JP Morgan Private Wealth Advisors first reported a position in Teekay in Q1 2014 and held it in 13 quarters.
JP Morgan Private Wealth Advisors's Teekay position peaked at $1.68M in Q3 2015.
59 funds tracked by Wall St. Rank held Teekay as of Q4 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.