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Carroll Financial Associates’s TECO ENERGY INC TE Stock Holding History

Carroll Financial Associates’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
2014
Q4 		– Sell
-1,065
Closed -$20K – 962
2014
Q3 		$20K Hold
1,065
– – 0.01% 461
2014
Q2 		$20K Buy
+1,065
New +$18.7K 0.01% 489
2013
Q4 		– Sell
-27
Closed – – 941
2013
Q3 		$0 Buy
+27
New +$460 ﹤0.01% 892

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Carroll Financial Associates's TE Position: Q4 2014 in Review

Carroll Financial Associates sold out of TECO ENERGY INC (TE) in Q4 2014, closing a stake of 1,065 shares — an estimated $20K sold.

Carroll Financial Associates first reported a position in TE in Q3 2013 and held it in 3 quarters. The position peaked at $20K in Q3 2014. 370 funds tracked by Wall St. Rank hold TE as of Q4 2014.

  • Carroll Financial Associates reported no remaining TECO ENERGY INC position as of Q4 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 1,065 TECO ENERGY INC shares in Q4 2014, an estimated $20K.
  • Carroll Financial Associates first reported a position in TECO ENERGY INC in Q3 2013 and held it in 3 quarters.
  • Carroll Financial Associates's TECO ENERGY INC position peaked at $20K in Q3 2014.
  • 370 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2014.

Based on Carroll Financial Associates's 13F filing for Q4 2014, filed 9 Feb 2015.