V
TOO

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

Veritable’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
2013
Q4 		– Sell
-47,920
Closed -$1.6M – 1025
2013
Q3 		$1.6M Buy
47,920
+1,100
+2% +$36K 0.04% 277
2013
Q2 		$1.52M Buy
+46,820
New +$1.48M 0.04% 294

Other funds holding TOO

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Veritable's TOO Position: Q4 2013 in Review

Veritable sold out of Teekay Offshore Partners L.P. (TOO) in Q4 2013, closing a stake of 47,920 shares — an estimated $1.6M sold.

Veritable first reported a position in TOO in Q2 2013 and held it in 2 quarters. The position peaked at $1.6M in Q3 2013. 103 funds tracked by Wall St. Rank hold TOO as of Q4 2013.

  • Veritable reported no remaining Teekay Offshore Partners L.P. position as of Q4 2013 after selling out during the quarter.
  • Veritable sold 47,920 Teekay Offshore Partners L.P. shares in Q4 2013, an estimated $1.6M.
  • Veritable first reported a position in Teekay Offshore Partners L.P. in Q2 2013 and held it in 2 quarters.
  • Veritable's Teekay Offshore Partners L.P. position peaked at $1.6M in Q3 2013.
  • 103 funds tracked by Wall St. Rank held Teekay Offshore Partners L.P. as of Q4 2013.

Based on Veritable's 13F filing for Q4 2013, filed 7 Feb 2014.