RIA
TOO

Regal Investment Advisors’s Teekay Offshore Partners L.P. TOO Stock Holding History

Regal Investment 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
2014
Q4 		– Sell
-68
Closed -$2K – 1035
2014
Q3 		$2K Hold
68
– – ﹤0.01% 892
2014
Q2 		$2K Hold
68
– – ﹤0.01% 859
2014
Q1 		$2K Hold
68
– – ﹤0.01% 834
2013
Q4 		$2K Buy
68
+1
+1% +$33 ﹤0.01% 773
2013
Q3 		$2K Buy
67
+1
+2% +$33 ﹤0.01% 814
2013
Q2 		$2K Buy
+66
New +$2.09K ﹤0.01% 815

Other funds holding TOO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Regal Investment Advisors's TOO Position: Q4 2014 in Review

Regal Investment Advisors sold out of Teekay Offshore Partners L.P. (TOO) in Q4 2014, closing a stake of 68 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in TOO in Q2 2013 and held it in 6 quarters. The position peaked at $2K in Q3 2014. 107 funds tracked by Wall St. Rank hold TOO as of Q4 2014.

  • Regal Investment Advisors reported no remaining Teekay Offshore Partners L.P. position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 68 Teekay Offshore Partners L.P. shares in Q4 2014, an estimated $2K.
  • Regal Investment Advisors first reported a position in Teekay Offshore Partners L.P. in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Teekay Offshore Partners L.P. position peaked at $2K in Q3 2014.
  • 107 funds tracked by Wall St. Rank held Teekay Offshore Partners L.P. as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.