BAM
TE

Bruderman Asset Management’s TECO ENERGY INC TE Stock Holding History

Bruderman Asset 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
2016
Q1 		– Sell
-374
Closed -$10K – 424
2015
Q4 		$10K Sell
374
-633
-63% -$16.9K ﹤0.01% 338
2015
Q3 		$26K Sell
1,007
-547,242
-100% -$12.3M 0.01% 260
2015
Q2 		$9.68M Buy
548,249
+9,878
+2% +$185K 3.71% 7
2015
Q1 		$10.4M Buy
+538,371
New +$10.9M 4.07% 3

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

Bruderman Asset Management's TE Position: Q1 2016 in Review

Bruderman Asset Management sold out of TECO ENERGY INC (TE) in Q1 2016, closing a stake of 374 shares — an estimated $10K sold.

Bruderman Asset Management first reported a position in TE in Q1 2015 and held it in 4 quarters. The position peaked at $10.4M in Q1 2015. 368 funds tracked by Wall St. Rank hold TE as of Q1 2016.

  • Bruderman Asset Management reported no remaining TECO ENERGY INC position as of Q1 2016 after selling out during the quarter.
  • Bruderman Asset Management sold 374 TECO ENERGY INC shares in Q1 2016, an estimated $10K.
  • Bruderman Asset Management first reported a position in TECO ENERGY INC in Q1 2015 and held it in 4 quarters.
  • Bruderman Asset Management's TECO ENERGY INC position peaked at $10.4M in Q1 2015.
  • 368 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q1 2016.

Based on Bruderman Asset Management's 13F filing for Q1 2016, filed 9 May 2016.