CL
TE

Croft-Leominster’s TECO ENERGY INC TE Stock Holding History

Croft-Leominster’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
-11,217
Closed -$198K – 204
2015
Q2 		$198K Hold
11,217
– – 0.04% 176
2015
Q1 		$218K Hold
11,217
– – 0.04% 161
2014
Q4 		$230K Sell
11,217
-72
-0.6% -$1.39K 0.04% 159
2014
Q3 		$196K Hold
11,289
– – 0.03% 171
2014
Q2 		$209K Hold
11,289
– – 0.04% 167
2014
Q1 		$193K Sell
11,289
-355
-3% -$5.93K 0.03% 170
2013
Q4 		$201K Hold
11,644
– – 0.03% 185
2013
Q3 		$193K Hold
11,644
– – 0.03% 165
2013
Q2 		$200K Buy
+11,644
New +$210K 0.03% 156

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 $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $786B AUM 40.34% 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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Croft-Leominster's TE Position: Q3 2015 in Review

Croft-Leominster sold out of TECO ENERGY INC (TE) in Q3 2015, closing a stake of 11,217 shares — an estimated $198K sold.

Croft-Leominster first reported a position in TE in Q2 2013 and held it in 9 quarters. The position peaked at $230K in Q4 2014. 362 funds tracked by Wall St. Rank hold TE as of Q3 2015.

  • Croft-Leominster reported no remaining TECO ENERGY INC position as of Q3 2015 after selling out during the quarter.
  • Croft-Leominster sold 11,217 TECO ENERGY INC shares in Q3 2015, an estimated $198K.
  • Croft-Leominster first reported a position in TECO ENERGY INC in Q2 2013 and held it in 9 quarters.
  • Croft-Leominster's TECO ENERGY INC position peaked at $230K in Q4 2014.
  • 362 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2015.

Based on Croft-Leominster's 13F filing for Q3 2015, filed 16 Nov 2015.