BRWA
TE

B. Riley Wealth Advisors’s TECO ENERGY INC TE Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-1,858
Closed -$38K – 2521
2014
Q4 		$38K Buy
+1,858
New +$35.9K ﹤0.01% 2247
2014
Q3 		– Sell
-1,933
Closed -$35.7K – 2334
2014
Q2 		$35.7K Buy
+1,933
New +$34K 0.01% 1173

Other funds holding TE

Vanguard Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

B. Riley Wealth Advisors's TE Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of TECO ENERGY INC (TE) in Q1 2015, closing a stake of 1,858 shares — an estimated $38K sold.

B. Riley Wealth Advisors first reported a position in TE in Q2 2014 and held it in 2 quarters. The position peaked at $38K in Q4 2014. 368 funds tracked by Wall St. Rank hold TE as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining TECO ENERGY INC position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,858 TECO ENERGY INC shares in Q1 2015, an estimated $38K.
  • B. Riley Wealth Advisors first reported a position in TECO ENERGY INC in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's TECO ENERGY INC position peaked at $38K in Q4 2014.
  • 368 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.