CIP
TE

Convergence Investment Partners’s TECO ENERGY INC TE Stock Holding History

Convergence Investment Partners’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
Q3 		– Sell
-149,307
Closed -$2.76M – 461
2014
Q2 		$2.76M Buy
149,307
+1,349
+0.9% +$23.7K 0.36% 89
2014
Q1 		$2.54M Buy
147,958
+105,665
+250% +$1.77M 0.39% 86
2013
Q4 		$729K Sell
42,293
-126,519
-75% -$2.16M 0.12% 213
2013
Q3 		$2.79M Buy
168,812
+130,652
+342% +$2.23M 0.59% 34
2013
Q2 		$656K Buy
+38,160
New +$689K 0.17% 170

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Convergence Investment Partners's TE Position: Q3 2014 in Review

Convergence Investment Partners sold out of TECO ENERGY INC (TE) in Q3 2014, closing a stake of 149,307 shares — an estimated $2.76M sold.

Convergence Investment Partners first reported a position in TE in Q2 2013 and held it in 5 quarters. The position peaked at $2.79M in Q3 2013. 350 funds tracked by Wall St. Rank hold TE as of Q3 2014.

  • Convergence Investment Partners reported no remaining TECO ENERGY INC position as of Q3 2014 after selling out during the quarter.
  • Convergence Investment Partners sold 149,307 TECO ENERGY INC shares in Q3 2014, an estimated $2.76M.
  • Convergence Investment Partners first reported a position in TECO ENERGY INC in Q2 2013 and held it in 5 quarters.
  • Convergence Investment Partners's TECO ENERGY INC position peaked at $2.79M in Q3 2013.
  • 350 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2014.

Based on Convergence Investment Partners's 13F filing for Q3 2014, filed 12 Nov 2014.