BA
TE

Boston Advisors’s TECO ENERGY INC TE Stock Holding History

Boston 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
2016
Q1 		– Sell
-8,245
Closed -$220K – 712
2015
Q4 		$220K Sell
8,245
-9,582
-54% -$256K 0.01% 622
2015
Q3 		$468K Sell
17,827
-2,450
-12% -$54.8K 0.02% 539
2015
Q2 		$358K Buy
20,277
+1,745
+9% +$32.7K 0.01% 566
2015
Q1 		$360K Sell
18,532
-375
-2% -$7.57K 0.01% 546
2014
Q4 		$387K Sell
18,907
-1,800
-9% -$34.8K 0.02% 398
2014
Q3 		$360K Sell
20,707
-3,400
-14% -$60.2K 0.02% 409
2014
Q2 		$445K Sell
24,107
-3,100
-11% -$54.5K 0.02% 366
2014
Q1 		$467K Sell
27,207
-34
-0.1% -$568 0.02% 350
2013
Q4 		$470K Sell
27,241
-1,554
-5% -$26.6K 0.02% 349
2013
Q3 		$476K Buy
28,795
+200
+0.7% +$3.41K 0.03% 329
2013
Q2 		$492K Buy
+28,595
New +$517K 0.02% 317

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