Financial Planning & Information Services’s INTEGRYS ENERGY GROUP INC COM (USA) TEG Stock Holding History

Financial Planning & Information Services’s Portfolio TEG Stock Details TEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-57,365	Closed	-$4.13M	–	34
2015 Q1	$4.13M	Buy	57,365 +8,178	+17%	+$626K	2.66%	15
2014 Q4	$3.43M	Sell	49,187 -3,694	-7%	-$267K	2.38%	15
2014 Q3	$3.43M	Buy	52,881 +1,416	+3%	+$95.3K	2.38%	15
2014 Q2	$3.66M	Sell	51,465 -445	-0.9%	-$26.8K	2.47%	15
2014 Q1	$3.1M	Buy	51,910 +1,565	+3%	+$86.8K	2.16%	17
2013 Q4	$2.74M	Buy	+50,345	New	+$2.82M	1.94%	18

Other funds holding TEG

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

CYG

Clean Yield Group Norwich, Vermont $403M AUM 24.32% 1-Year Est. Return

Financial Planning & Information Services's TEG Position: Q2 2015 in Review

Financial Planning & Information Services sold out of INTEGRYS ENERGY GROUP INC COM (USA) (TEG) in Q2 2015, closing a stake of 57,365 shares — an estimated $4.13M sold.

Financial Planning & Information Services first reported a position in TEG in Q4 2013 and held it in 6 quarters. The position peaked at $4.13M in Q1 2015. 33 funds tracked by Wall St. Rank hold TEG as of Q2 2015.

Financial Planning & Information Services reported no remaining INTEGRYS ENERGY GROUP INC COM (USA) position as of Q2 2015 after selling out during the quarter.
Financial Planning & Information Services sold 57,365 INTEGRYS ENERGY GROUP INC COM (USA) shares in Q2 2015, an estimated $4.13M.
Financial Planning & Information Services first reported a position in INTEGRYS ENERGY GROUP INC COM (USA) in Q4 2013 and held it in 6 quarters.
Financial Planning & Information Services's INTEGRYS ENERGY GROUP INC COM (USA) position peaked at $4.13M in Q1 2015.
33 funds tracked by Wall St. Rank held INTEGRYS ENERGY GROUP INC COM (USA) as of Q2 2015.

Based on Financial Planning & Information Services's 13F filing for Q2 2015, filed 24 May 2021.