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

WealthPLAN Partners’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
2016 Q3	–	Sell	-200	Closed	-$2	–	1093
2016 Q2	$2	Buy	+200	New	+$2.61K	﹤0.01%	2579

Other funds holding TGP

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

WealthPLAN Partners's TGP Position: Q3 2016 in Review

WealthPLAN Partners sold out of Teekay LNG Partners L.P. (TGP) in Q3 2016, closing a stake of 200 shares — an estimated $2 sold.

WealthPLAN Partners first reported a position in TGP in Q2 2016 and held it in 1 quarter. The position peaked at $2 in Q2 2016. 101 funds tracked by Wall St. Rank hold TGP as of Q3 2016.

WealthPLAN Partners reported no remaining Teekay LNG Partners L.P. position as of Q3 2016 after selling out during the quarter.
WealthPLAN Partners sold 200 Teekay LNG Partners L.P. shares in Q3 2016, an estimated $2.
WealthPLAN Partners first reported a position in Teekay LNG Partners L.P. in Q2 2016 and held it in 1 quarter.
WealthPLAN Partners's Teekay LNG Partners L.P. position peaked at $2 in Q2 2016.
101 funds tracked by Wall St. Rank held Teekay LNG Partners L.P. as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.