AW
TE

Alpha Windward’s TECO ENERGY INC TE Stock Holding History

Alpha Windward’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
2015
Q4 		– Sell
-528
Closed -$14K – 501
2015
Q3 		$14K Hold
528
– – 0.01% 383
2015
Q2 		$9K Sell
528
-1,237
-70% -$23.2K 0.01% 389
2015
Q1 		$34K Sell
1,765
-23,280
-93% -$470K 0.02% 335
2014
Q4 		$513K Sell
25,045
-960
-4% -$18.6K 0.34% 44
2014
Q3 		$452K Sell
26,005
-720
-3% -$12.7K 0.32% 71
2014
Q2 		$494K Sell
26,725
-1,278
-5% -$22.5K 0.33% 85
2014
Q1 		$480K Buy
28,003
+27,480
+5,254% +$459K 0.33% 98
2013
Q4 		$9K Buy
523
+154
+42% +$2.63K 0.01% 365
2013
Q3 		$6K Sell
369
-20,760
-98% -$354K ﹤0.01% 379
2013
Q2 		$363K Buy
+21,129
New +$382K 0.29% 154

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Alpha Windward's TE Position: Q4 2015 in Review

Alpha Windward sold out of TECO ENERGY INC (TE) in Q4 2015, closing a stake of 528 shares — an estimated $14K sold.

Alpha Windward first reported a position in TE in Q2 2013 and held it in 10 quarters. The position peaked at $513K in Q4 2014. 360 funds tracked by Wall St. Rank hold TE as of Q4 2015.

  • Alpha Windward reported no remaining TECO ENERGY INC position as of Q4 2015 after selling out during the quarter.
  • Alpha Windward sold 528 TECO ENERGY INC shares in Q4 2015, an estimated $14K.
  • Alpha Windward first reported a position in TECO ENERGY INC in Q2 2013 and held it in 10 quarters.
  • Alpha Windward's TECO ENERGY INC position peaked at $513K in Q4 2014.
  • 360 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2015.

Based on Alpha Windward's 13F filing for Q4 2015, filed 15 Jan 2016.