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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Bell Bank's TE Position: Q1 2016 in Review

Bell Bank sold out of TECO ENERGY INC (TE) in Q1 2016, closing a stake of 10,493 shares — an estimated $280K sold.

Bell Bank first reported a position in TE in Q2 2013 and held it in 11 quarters. The position peaked at $1.25M in Q3 2015. 368 funds tracked by Wall St. Rank hold TE as of Q1 2016.

  • Bell Bank reported no remaining TECO ENERGY INC position as of Q1 2016 after selling out during the quarter.
  • Bell Bank sold 10,493 TECO ENERGY INC shares in Q1 2016, an estimated $280K.
  • Bell Bank first reported a position in TECO ENERGY INC in Q2 2013 and held it in 11 quarters.
  • Bell Bank's TECO ENERGY INC position peaked at $1.25M in Q3 2015.
  • 368 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q1 2016.

Based on Bell Bank's 13F filing for Q1 2016, filed 12 May 2016.