Avior Wealth Management’s TECO ENERGY INC TE Stock Holding History

Avior Wealth Management’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 Q3	–	Sell	-200	Closed	-$4K	–	435
2015 Q2	$4K	Hold	200	–	–	﹤0.01%	335
2015 Q1	$4K	Hold	200	–	–	﹤0.01%	303
2014 Q4	$4K	Hold	200	–	–	﹤0.01%	282
2014 Q3	$3K	Hold	200	–	–	﹤0.01%	295
2014 Q2	$4K	Hold	200	–	–	﹤0.01%	290
2014 Q1	$3K	Buy	+200	New	+$3.34K	﹤0.01%	306

Other funds holding TE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Avior Wealth Management's TE Position: Q3 2015 in Review

Avior Wealth Management sold out of TECO ENERGY INC (TE) in Q3 2015, closing a stake of 200 shares — an estimated $4K sold.

Avior Wealth Management first reported a position in TE in Q1 2014 and held it in 6 quarters. The position peaked at $4K in Q2 2015. 362 funds tracked by Wall St. Rank hold TE as of Q3 2015.

Avior Wealth Management reported no remaining TECO ENERGY INC position as of Q3 2015 after selling out during the quarter.
Avior Wealth Management sold 200 TECO ENERGY INC shares in Q3 2015, an estimated $4K.
Avior Wealth Management first reported a position in TECO ENERGY INC in Q1 2014 and held it in 6 quarters.
Avior Wealth Management's TECO ENERGY INC position peaked at $4K in Q2 2015.
362 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2015.

Based on Avior Wealth Management's 13F filing for Q3 2015, filed 9 Nov 2015.