BB
TE

Bell Bank’s TECO ENERGY INC TE Stock Holding History

Bell Bank’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
2016
Q1 		– Sell
-10,493
Closed -$280K – 143
2015
Q4 		$280K Sell
10,493
-37,158
-78% -$992K 0.2% 91
2015
Q3 		$1.25M Sell
47,651
-655
-1% -$14.7K 0.99% 22
2015
Q2 		$853K Sell
48,306
-396
-0.8% -$7.42K 0.63% 61
2015
Q1 		$945K Buy
48,702
+833
+2% +$16.8K 0.66% 64
2014
Q4 		$981K Sell
47,869
-125
-0.3% -$2.42K 0.67% 54
2014
Q3 		$834K Buy
47,994
+3,430
+8% +$60.7K 0.6% 68
2014
Q2 		$824K Buy
44,564
+1,350
+3% +$23.7K 0.58% 67
2014
Q1 		$741K Sell
43,214
-2,360
-5% -$39.4K 0.49% 91
2013
Q4 		$786K Sell
45,574
-4,760
-9% -$81.4K 0.41% 111
2013
Q3 		$833K Buy
50,334
+952
+2% +$16.2K 0.29% 151
2013
Q2 		$849K Buy
+49,382
New +$892K 0.3% 147

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return