WFG Advisors’s Teekay Offshore Partners L.P. TOO Stock Holding History

WFG Advisors’s Portfolio TOO Stock Details TOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$1K	Hold	501	–	–	﹤0.01%	1525
2017 Q1	$3K	Hold	501	–	–	﹤0.01%	1308
2016 Q4	$3K	Hold	501	–	–	﹤0.01%	1386
2016 Q3	$3K	Hold	501	–	–	﹤0.01%	1371
2016 Q2	$3K	Buy	+501	New	+$2.93K	﹤0.01%	1349
2015 Q1	–	Sell	-300	Closed	-$8K	–	2150
2014 Q4	$8K	Hold	300	–	–	﹤0.01%	1543
2014 Q3	$10K	Sell	300 -100	-25%	-$3.47K	﹤0.01%	1506
2014 Q2	$14K	Hold	400	–	–	﹤0.01%	1397
2014 Q1	$13K	Hold	400	–	–	﹤0.01%	1403
2013 Q4	$13K	Buy	400 +100	+33%	+$3.27K	﹤0.01%	1508
2013 Q3	$10K	Hold	300	–	–	﹤0.01%	1534
2013 Q2	$10K	Buy	+300	New	+$9.48K	﹤0.01%	1466

Other funds holding TOO

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

Luzich Partners Las Vegas, Nevada $53.5M AUM 18.46% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WFG Advisors's TOO Position: Q2 2017 in Review

WFG Advisors held its Teekay Offshore Partners L.P. (TOO) position steady in Q2 2017 at 501 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

WFG Advisors first reported a position in TOO in Q2 2013 and has held it in 12 quarters since. The position peaked at $14K in Q2 2014. 70 funds tracked by Wall St. Rank hold TOO as of Q2 2017.

WFG Advisors held 501 shares of Teekay Offshore Partners L.P. worth $1K as of Q2 2017.
WFG Advisors left its Teekay Offshore Partners L.P. share count unchanged in Q2 2017.
Teekay Offshore Partners L.P. made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1525 holding.
WFG Advisors first reported a position in Teekay Offshore Partners L.P. in Q2 2013 and has held it in 12 quarters since.
WFG Advisors's Teekay Offshore Partners L.P. position peaked at $14K in Q2 2014.
70 funds tracked by Wall St. Rank held Teekay Offshore Partners L.P. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.