Creative Planning’s TECO ENERGY INC TE Stock Holding History

Creative Planning’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 Q3	–	Sell	-25,419	Closed	-$703K	–	4931
2016 Q2	$703K	Buy	25,419 +10,024	+65%	+$277K	0.01%	642
2016 Q1	$424K	Buy	15,395 +3,135	+26%	+$85.5K	﹤0.01%	825
2015 Q4	$327K	Buy	12,260 +2,763	+29%	+$73.7K	﹤0.01%	952
2015 Q3	$249K	Sell	9,497 -761	-7%	-$17K	﹤0.01%	1068
2015 Q2	$181K	Sell	10,258 -1,740	-15%	-$32.6K	﹤0.01%	895
2015 Q1	$233K	Buy	11,998 +6,292	+110%	+$127K	﹤0.01%	1113
2014 Q4	$117K	Buy	5,706 +265	+5%	+$5.12K	﹤0.01%	1469
2014 Q3	$95K	Buy	5,441 +1,168	+27%	+$20.7K	﹤0.01%	1512
2014 Q2	$79K	Buy	4,273 +437	+11%	+$7.68K	﹤0.01%	1585
2014 Q1	$66K	Sell	3,836 -1,344	-26%	-$22.5K	﹤0.01%	1641
2013 Q4	$89K	Sell	5,180 -1,413	-21%	-$24.2K	﹤0.01%	1270
2013 Q3	$109K	Sell	6,593 -1,902	-22%	-$32.4K	﹤0.01%	1070
2013 Q2	$146K	Buy	+8,495	New	+$153K	﹤0.01%	789

Other funds holding TE

Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return

Creative Planning's TE Position: Q3 2016 in Review

Creative Planning sold out of TECO ENERGY INC (TE) in Q3 2016, closing a stake of 25,419 shares — an estimated $703K sold.

Creative Planning first reported a position in TE in Q2 2013 and held it in 13 quarters. The position peaked at $703K in Q2 2016. 1 fund tracked by Wall St. Rank holds TE as of Q3 2016.

Creative Planning reported no remaining TECO ENERGY INC position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 25,419 TECO ENERGY INC shares in Q3 2016, an estimated $703K.
Creative Planning first reported a position in TECO ENERGY INC in Q2 2013 and held it in 13 quarters.
Creative Planning's TECO ENERGY INC position peaked at $703K in Q2 2016.
1 fund tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.