CIA
TE

Capital Investment Advisors’s TECO ENERGY INC TE Stock Holding History

Capital Investment 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
2015
Q3 		– Sell
-35,298
Closed -$623K – 404
2015
Q2 		$623K Sell
35,298
-800
-2% -$15K 0.07% 211
2015
Q1 		$700K Sell
36,098
-765
-2% -$15.4K 0.07% 211
2014
Q4 		$755K Sell
36,863
-604
-2% -$11.7K 0.08% 200
2014
Q3 		$651K Buy
37,467
+500
+1% +$8.85K 0.07% 203
2014
Q2 		$683K Sell
36,967
-770
-2% -$13.5K 0.08% 201
2014
Q1 		$647K Sell
37,737
-1,140
-3% -$19.1K 0.08% 206
2013
Q4 		$670K Buy
+38,877
New +$665K 0.09% 196

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Capital Investment Advisors's TE Position: Q3 2015 in Review

Capital Investment Advisors sold out of TECO ENERGY INC (TE) in Q3 2015, closing a stake of 35,298 shares — an estimated $623K sold.

Capital Investment Advisors first reported a position in TE in Q4 2013 and held it in 7 quarters. The position peaked at $755K in Q4 2014. 362 funds tracked by Wall St. Rank hold TE as of Q3 2015.

  • Capital Investment Advisors reported no remaining TECO ENERGY INC position as of Q3 2015 after selling out during the quarter.
  • Capital Investment Advisors sold 35,298 TECO ENERGY INC shares in Q3 2015, an estimated $623K.
  • Capital Investment Advisors first reported a position in TECO ENERGY INC in Q4 2013 and held it in 7 quarters.
  • Capital Investment Advisors's TECO ENERGY INC position peaked at $755K in Q4 2014.
  • 362 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2015.

Based on Capital Investment Advisors's 13F filing for Q3 2015, filed 28 Oct 2015.