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Wealthspire Advisors (Maryland)’s Teekay TK Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q4 		– Sell
-28
Closed – – 2566
2018
Q3 		$0 Sell
28
-152
-84% -$1.05K ﹤0.01% 2503
2018
Q2 		$1K Hold
180
– – ﹤0.01% 2366
2018
Q1 		$1K Hold
180
– – ﹤0.01% 2405
2017
Q4 		$2K Buy
180
+2
+1% +$17 ﹤0.01% 2173
2017
Q3 		$2K Sell
178
-75
-30% -$656 ﹤0.01% 2014
2017
Q2 		$2K Buy
253
+22
+10% +$162 ﹤0.01% 2012
2017
Q1 		$2K Buy
231
+70
+43% +$677 ﹤0.01% 1715
2016
Q4 		$1K Buy
161
+11
+7% +$85 ﹤0.01% 1678
2016
Q3 		$1K Buy
150
+44
+42% +$306 ﹤0.01% 1662
2016
Q2 		$1K Hold
106
– – ﹤0.01% 1631
2016
Q1 		$1K Buy
+106
New +$800 ﹤0.01% 1677

Other funds holding TK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DI
Dalton Investments Las Vegas, Nevada $103M AUM 3.77% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TK Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Teekay (TK) in Q4 2018, closing a stake of 28 shares.

Wealthspire Advisors (Maryland) first reported a position in TK in Q1 2016 and held it in 11 quarters. The position peaked at $2K in Q4 2017. 91 funds tracked by Wall St. Rank hold TK as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Teekay position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 28 Teekay shares in Q4 2018.
  • Wealthspire Advisors (Maryland) first reported a position in Teekay in Q1 2016 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s Teekay position peaked at $2K in Q4 2017.
  • 91 funds tracked by Wall St. Rank held Teekay as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.