WAM
TGP

Wealthspire Advisors (Maryland)’s Teekay LNG Partners L.P. TGP Stock Holding History

Wealthspire Advisors (Maryland)’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
Q4 		– Sell
-300
Closed -$5K – 1878
2016
Q3 		$5K Hold
300
– – ﹤0.01% 1405
2016
Q2 		$3K Hold
300
– – ﹤0.01% 1464
2016
Q1 		$4K Sell
300
-900
-75% -$10.2K ﹤0.01% 1418
2015
Q4 		$16K Buy
+1,200
New +$26.1K ﹤0.01% 1056

Other funds holding TGP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TGP Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of Teekay LNG Partners L.P. (TGP) in Q4 2016, closing a stake of 300 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in TGP in Q4 2015 and held it in 4 quarters. The position peaked at $16K in Q4 2015. 101 funds tracked by Wall St. Rank hold TGP as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Teekay LNG Partners L.P. position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 300 Teekay LNG Partners L.P. shares in Q4 2016, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Teekay LNG Partners L.P. in Q4 2015 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Teekay LNG Partners L.P. position peaked at $16K in Q4 2015.
  • 101 funds tracked by Wall St. Rank held Teekay LNG Partners L.P. as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.