EHWM
TE

Eads & Heald Wealth Management’s TECO ENERGY INC TE Stock Holding History

Eads & Heald Wealth 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
-11,765
Closed -$309K – 142
2015
Q3 		$309K Sell
11,765
-355
-3% -$7.95K 0.22% 120
2015
Q2 		$214K Buy
12,120
+100
+0.8% +$1.87K 0.14% 128
2015
Q1 		$233K Hold
12,020
– – 0.15% 126
2014
Q4 		$246K Buy
12,020
+1,950
+19% +$37.7K 0.16% 120
2014
Q3 		$175K Buy
+10,070
New +$178K 0.12% 122

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
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

Eads & Heald Wealth Management's TE Position: Q4 2015 in Review

Eads & Heald Wealth Management sold out of TECO ENERGY INC (TE) in Q4 2015, closing a stake of 11,765 shares — an estimated $309K sold.

Eads & Heald Wealth Management first reported a position in TE in Q3 2014 and held it in 5 quarters. The position peaked at $309K in Q3 2015. 360 funds tracked by Wall St. Rank hold TE as of Q4 2015.

  • Eads & Heald Wealth Management reported no remaining TECO ENERGY INC position as of Q4 2015 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 11,765 TECO ENERGY INC shares in Q4 2015, an estimated $309K.
  • Eads & Heald Wealth Management first reported a position in TECO ENERGY INC in Q3 2014 and held it in 5 quarters.
  • Eads & Heald Wealth Management's TECO ENERGY INC position peaked at $309K in Q3 2015.
  • 360 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2015.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2015, filed 29 Jan 2016.