JMPWA
TOO

JP Morgan Private Wealth Advisors’s Teekay Offshore Partners L.P. TOO Stock Holding History

JP Morgan Private Wealth Advisors’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
-21,000
Closed -$136K – 1320
2015
Q4 		$136K Buy
21,000
+7,830
+59% +$98.9K ﹤0.01% 1060
2015
Q3 		$190K Buy
+13,170
New +$225K ﹤0.01% 947

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

JP Morgan Private Wealth Advisors's TOO Position: Q1 2016 in Review

JP Morgan Private Wealth Advisors sold out of Teekay Offshore Partners L.P. (TOO) in Q1 2016, closing a stake of 21,000 shares — an estimated $136K sold.

JP Morgan Private Wealth Advisors first reported a position in TOO in Q3 2015 and held it in 2 quarters. The position peaked at $190K in Q3 2015. 92 funds tracked by Wall St. Rank hold TOO as of Q1 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Teekay Offshore Partners L.P. position as of Q1 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 21,000 Teekay Offshore Partners L.P. shares in Q1 2016, an estimated $136K.
  • JP Morgan Private Wealth Advisors first reported a position in Teekay Offshore Partners L.P. in Q3 2015 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Teekay Offshore Partners L.P. position peaked at $190K in Q3 2015.
  • 92 funds tracked by Wall St. Rank held Teekay Offshore Partners L.P. as of Q1 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2016, filed 13 May 2016.