Advisory Research’s TECO ENERGY INC TE Stock Holding History

Advisory Research’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 Q2	–	Sell	-4,106	Closed	-$70K	–	761
2014 Q1	$70K	Buy	+4,106	New	+$68.6K	﹤0.01%	541

Other funds holding TE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Advisory Research's TE Position: Q2 2014 in Review

Advisory Research sold out of TECO ENERGY INC (TE) in Q2 2014, closing a stake of 4,106 shares — an estimated $70K sold.

Advisory Research first reported a position in TE in Q1 2014 and held it in 1 quarter. The position peaked at $70K in Q1 2014. 344 funds tracked by Wall St. Rank hold TE as of Q2 2014.

Advisory Research reported no remaining TECO ENERGY INC position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 4,106 TECO ENERGY INC shares in Q2 2014, an estimated $70K.
Advisory Research first reported a position in TECO ENERGY INC in Q1 2014 and held it in 1 quarter.
Advisory Research's TECO ENERGY INC position peaked at $70K in Q1 2014.
344 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.