CIM
TE

Calvert Investment Management’s TECO ENERGY INC TE Stock Holding History

Calvert Investment 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
Q2 		– Sell
-54,497
Closed -$1.5M – 822
2016
Q1 		$1.5M Buy
54,497
+6,624
+14% +$181K 0.07% 257
2015
Q4 		$1.28M Buy
47,873
+18,573
+63% +$496K 0.06% 260
2015
Q3 		$769K Buy
29,300
+3,589
+14% +$80.3K 0.04% 271
2015
Q2 		$454K Buy
+25,711
New +$482K 0.02% 386

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Calvert Investment Management's TE Position: Q2 2016 in Review

Calvert Investment Management sold out of TECO ENERGY INC (TE) in Q2 2016, closing a stake of 54,497 shares — an estimated $1.5M sold.

Calvert Investment Management first reported a position in TE in Q2 2015 and held it in 4 quarters. The position peaked at $1.5M in Q1 2016. 346 funds tracked by Wall St. Rank hold TE as of Q2 2016.

  • Calvert Investment Management reported no remaining TECO ENERGY INC position as of Q2 2016 after selling out during the quarter.
  • Calvert Investment Management sold 54,497 TECO ENERGY INC shares in Q2 2016, an estimated $1.5M.
  • Calvert Investment Management first reported a position in TECO ENERGY INC in Q2 2015 and held it in 4 quarters.
  • Calvert Investment Management's TECO ENERGY INC position peaked at $1.5M in Q1 2016.
  • 346 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q2 2016.

Based on Calvert Investment Management's 13F filing for Q2 2016, filed 4 Aug 2016.