Waverly Advisors’s Teekay LNG Partners L.P. TGP Stock Holding History

Waverly Advisors’s Portfolio TGP Stock Details TGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-1,047	Closed	-$46K	–	857
2013 Q3	$46K	Buy	+1,047	New	+$45K	0.02%	268

Other funds holding TGP

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Waverly Advisors's TGP Position: Q4 2013 in Review

Waverly Advisors sold out of Teekay LNG Partners L.P. (TGP) in Q4 2013, closing a stake of 1,047 shares — an estimated $46K sold.

Waverly Advisors first reported a position in TGP in Q3 2013 and held it in 1 quarter. The position peaked at $46K in Q3 2013. 137 funds tracked by Wall St. Rank hold TGP as of Q4 2013.

Waverly Advisors reported no remaining Teekay LNG Partners L.P. position as of Q4 2013 after selling out during the quarter.
Waverly Advisors sold 1,047 Teekay LNG Partners L.P. shares in Q4 2013, an estimated $46K.
Waverly Advisors first reported a position in Teekay LNG Partners L.P. in Q3 2013 and held it in 1 quarter.
Waverly Advisors's Teekay LNG Partners L.P. position peaked at $46K in Q3 2013.
137 funds tracked by Wall St. Rank held Teekay LNG Partners L.P. as of Q4 2013.

Based on Waverly Advisors's 13F filing for Q4 2013, filed 27 Jan 2014.