EAMA
TE

EFG Asset Management (Americas)’s TECO ENERGY INC TE Stock Holding History

EFG Asset Management (Americas)’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
Q1 		– Sell
-555
Closed -$11K – 226
2014
Q4 		$11K Buy
+555
New +$10.7K 0.01% 194

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 $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

EFG Asset Management (Americas)'s TE Position: Q1 2015 in Review

EFG Asset Management (Americas) sold out of TECO ENERGY INC (TE) in Q1 2015, closing a stake of 555 shares — an estimated $11K sold.

EFG Asset Management (Americas) first reported a position in TE in Q4 2014 and held it in 1 quarter. The position peaked at $11K in Q4 2014. 368 funds tracked by Wall St. Rank hold TE as of Q1 2015.

  • EFG Asset Management (Americas) reported no remaining TECO ENERGY INC position as of Q1 2015 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 555 TECO ENERGY INC shares in Q1 2015, an estimated $11K.
  • EFG Asset Management (Americas) first reported a position in TECO ENERGY INC in Q4 2014 and held it in 1 quarter.
  • EFG Asset Management (Americas)'s TECO ENERGY INC position peaked at $11K in Q4 2014.
  • 368 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q1 2015.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2015, filed 14 May 2015.