1IC
TE

1919 Investment Counsel’s TECO ENERGY INC TE Stock Holding History

1919 Investment Counsel’s Portfolio TE Stock Details TE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$28K Buy
1,562
+166
+12% +$2.94K ﹤0.01% 769
2014
Q2 		$26K Hold
1,396
– – ﹤0.01% 784
2014
Q1 		$24K Hold
1,396
– – ﹤0.01% 780
2013
Q4 		$25K Sell
1,396
-3,200
-70% -$54.7K ﹤0.01% 770
2013
Q3 		$77K Hold
4,596
– – ﹤0.01% 631
2013
Q2 		$80K Buy
+4,596
New +$83K ﹤0.01% 612

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

1919 Investment Counsel's TE Position: Q3 2014 in Review

1919 Investment Counsel increased its TECO ENERGY INC (TE) stake by 12% in Q3 2014, buying an estimated $2.94K and bringing the position to 1,562 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

1919 Investment Counsel first reported a position in TE in Q2 2013 and has held it in 6 quarters since. The position peaked at $80K in Q2 2013. 350 funds tracked by Wall St. Rank hold TE as of Q3 2014.

  • 1919 Investment Counsel held 1,562 shares of TECO ENERGY INC worth $28K as of Q3 2014.
  • 1919 Investment Counsel bought 166 TECO ENERGY INC shares in Q3 2014, an estimated $2.94K.
  • TECO ENERGY INC made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #769 holding.
  • 1919 Investment Counsel first reported a position in TECO ENERGY INC in Q2 2013 and has held it in 6 quarters since.
  • 1919 Investment Counsel's TECO ENERGY INC position peaked at $80K in Q2 2013.
  • 350 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.