WAM
TLP

Wealthspire Advisors (Maryland)’s Transmontaigne TLP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TLP Stock Details TLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-36
Closed -$1K – 1904
2016
Q3 		$1K Buy
+36
New +$1.51K ﹤0.01% 1695
2016
Q2 		– Sell
-900
Closed -$33K – 1868
2016
Q1 		$33K Hold
900
– – 0.01% 807
2015
Q4 		$24K Buy
+900
New +$24.6K ﹤0.01% 919

Other funds holding TLP

ACP
ArcLight Capital Partners Boston, Massachusetts $83.2M AUM 32.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Transmontaigne (TLP) in Q4 2016, closing a stake of 36 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in TLP in Q4 2015 and held it in 3 quarters. The position peaked at $33K in Q1 2016. 74 funds tracked by Wall St. Rank hold TLP as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Transmontaigne position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 36 Transmontaigne shares in Q4 2016, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Transmontaigne in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Transmontaigne position peaked at $33K in Q1 2016.
  • 74 funds tracked by Wall St. Rank held Transmontaigne as of Q4 2016.

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