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RAFFA WEALTH MANAGEMENT, LLC’s Teekay TK Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2017
Q1 		– Sell
-29
Closed -$233 – 812
2016
Q4 		$233 Hold
29
– – ﹤0.01% 868
2016
Q3 		$224 Hold
29
– – ﹤0.01% 856
2016
Q2 		$207 Buy
29
+15
+107% +$141 ﹤0.01% 850
2016
Q1 		$121 Hold
14
– – ﹤0.01% 842
2015
Q4 		$138 Buy
+14
New +$365 ﹤0.01% 836
2015
Q1 		– Sell
-190
Closed -$9.67K – 831
2014
Q4 		$9.67K Buy
190
+52
+38% +$2.83K 0.01% 143
2014
Q3 		$9.16K Hold
138
– – 0.01% 153
2014
Q2 		$8.59K Hold
138
– – 0.01% 156
2014
Q1 		$7.76K Sell
138
-52
-27% -$2.83K 0.01% 153
2013
Q4 		$9.67K Buy
+190
New +$8.32K 0.01% 143

Other funds holding TK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's TK Position: Q1 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Teekay (TK) in Q1 2017, closing a stake of 29 shares — an estimated $233 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in TK in Q4 2013 and held it in 10 quarters. The position peaked at $9.67K in Q4 2014. 137 funds tracked by Wall St. Rank hold TK as of Q1 2017.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Teekay position as of Q1 2017 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 29 Teekay shares in Q1 2017, an estimated $233.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Teekay in Q4 2013 and held it in 10 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Teekay position peaked at $9.67K in Q4 2014.
  • 137 funds tracked by Wall St. Rank held Teekay as of Q1 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2017, filed 27 Jul 2026.