AIM
TE

Avity Investment Management’s TECO ENERGY INC TE Stock Holding History

Avity Investment 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
Q4 		– Sell
-12,200
Closed -$330K – 71
2015
Q3 		$330K Buy
12,200
+1,900
+18% +$42.5K 0.05% 54
2015
Q2 		$182K Hold
10,300
– – 0.03% 65
2015
Q1 		$202K Sell
10,300
-6,600
-39% -$133K 0.03% 65
2014
Q4 		$346K Sell
16,900
-1,000
-6% -$19.3K 0.06% 57
2014
Q3 		$311K Sell
17,900
-1,900
-10% -$33.6K 0.05% 57
2014
Q2 		$366K Sell
19,800
-4,700
-19% -$82.6K 0.06% 57
2014
Q1 		$420K Buy
24,500
+1,400
+6% +$23.4K 0.08% 46
2013
Q4 		$398K Buy
23,100
+2,400
+12% +$41K 0.08% 46
2013
Q3 		$342K Sell
20,700
-13,100
-39% -$223K 0.07% 49
2013
Q2 		$581K Buy
+33,800
New +$611K 0.12% 43

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 $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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 $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $16.5B AUM 24.3% 1-Year Est. Return

Avity Investment Management's TE Position: Q4 2015 in Review

Avity Investment Management sold out of TECO ENERGY INC (TE) in Q4 2015, closing a stake of 12,200 shares — an estimated $330K sold.

Avity Investment Management first reported a position in TE in Q2 2013 and held it in 10 quarters. The position peaked at $581K in Q2 2013. 360 funds tracked by Wall St. Rank hold TE as of Q4 2015.

  • Avity Investment Management reported no remaining TECO ENERGY INC position as of Q4 2015 after selling out during the quarter.
  • Avity Investment Management sold 12,200 TECO ENERGY INC shares in Q4 2015, an estimated $330K.
  • Avity Investment Management first reported a position in TECO ENERGY INC in Q2 2013 and held it in 10 quarters.
  • Avity Investment Management's TECO ENERGY INC position peaked at $581K in Q2 2013.
  • 360 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2015.

Based on Avity Investment Management's 13F filing for Q4 2015, filed 7 Jan 2016.