EWM
TE

Evercore Wealth Management’s TECO ENERGY INC TE Stock Holding History

Evercore 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
2016
Q3 		– Sell
-473
Closed -$13K – 1090
2016
Q2 		$13K Hold
473
– – ﹤0.01% 827
2016
Q1 		$13K Hold
473
– – ﹤0.01% 783
2015
Q4 		$13K Buy
+473
New +$12.6K ﹤0.01% 828
2015
Q3 		– Sell
-607
Closed -$11K – 1096
2015
Q2 		$11K Buy
+607
New +$11.4K ﹤0.01% 892
2014
Q3 		– Sell
-1,000
Closed -$18K – 1026
2014
Q2 		$18K Hold
1,000
– – ﹤0.01% 760
2014
Q1 		$17K Hold
1,000
– – ﹤0.01% 767
2013
Q4 		$17K Hold
1,000
– – ﹤0.01% 712
2013
Q3 		$17K Hold
1,000
– – ﹤0.01% 707
2013
Q2 		$17K Buy
+1,000
New +$18.1K ﹤0.01% 681

Other funds holding TE

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

Evercore Wealth Management's TE Position: Q3 2016 in Review

Evercore Wealth Management sold out of TECO ENERGY INC (TE) in Q3 2016, closing a stake of 473 shares — an estimated $13K sold.

Evercore Wealth Management first reported a position in TE in Q2 2013 and held it in 9 quarters. The position peaked at $18K in Q2 2014. 1 fund tracked by Wall St. Rank holds TE as of Q3 2016.

  • Evercore Wealth Management reported no remaining TECO ENERGY INC position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 473 TECO ENERGY INC shares in Q3 2016, an estimated $13K.
  • Evercore Wealth Management first reported a position in TECO ENERGY INC in Q2 2013 and held it in 9 quarters.
  • Evercore Wealth Management's TECO ENERGY INC position peaked at $18K in Q2 2014.
  • 1 fund tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.