CrestPoint Capital Management’s TECO ENERGY INC TE Stock Holding History

CrestPoint Capital 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
2015 Q4	–	Sell	-8,200	Closed	-$215K	–	203
2015 Q3	$215K	Buy	+8,200	New	+$184K	0.12%	181
2014 Q1	–	Sell	-14,600	Closed	-$252K	–	230
2013 Q4	$252K	Buy	+14,600	New	+$250K	0.17%	183

Other funds holding TE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

CrestPoint Capital Management's TE Position: Q4 2015 in Review

CrestPoint Capital Management sold out of TECO ENERGY INC (TE) in Q4 2015, closing a stake of 8,200 shares — an estimated $215K sold.

CrestPoint Capital Management first reported a position in TE in Q4 2013 and held it in 2 quarters. The position peaked at $252K in Q4 2013. 360 funds tracked by Wall St. Rank hold TE as of Q4 2015.

CrestPoint Capital Management reported no remaining TECO ENERGY INC position as of Q4 2015 after selling out during the quarter.
CrestPoint Capital Management sold 8,200 TECO ENERGY INC shares in Q4 2015, an estimated $215K.
CrestPoint Capital Management first reported a position in TECO ENERGY INC in Q4 2013 and held it in 2 quarters.
CrestPoint Capital Management's TECO ENERGY INC position peaked at $252K in Q4 2013.
360 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2015.

Based on CrestPoint Capital Management's 13F filing for Q4 2015, filed 12 Jan 2016.