FAAS
TE

First Allied Advisory Services’s TECO ENERGY INC TE Stock Holding History

First Allied Advisory Services’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
-15,939
Closed -$284K – 1191
2015
Q2 		$284K Buy
15,939
+156
+1% +$2.92K 0.01% 845
2015
Q1 		$308K Buy
15,783
+348
+2% +$7.03K 0.02% 763
2014
Q4 		$319K Sell
15,435
-2,675
-15% -$51.7K 0.02% 719
2014
Q3 		$313K Buy
+18,110
New +$320K 0.02% 714

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

First Allied Advisory Services's TE Position: Q3 2015 in Review

First Allied Advisory Services sold out of TECO ENERGY INC (TE) in Q3 2015, closing a stake of 15,939 shares — an estimated $284K sold.

First Allied Advisory Services first reported a position in TE in Q3 2014 and held it in 4 quarters. The position peaked at $319K in Q4 2014. 362 funds tracked by Wall St. Rank hold TE as of Q3 2015.

  • First Allied Advisory Services reported no remaining TECO ENERGY INC position as of Q3 2015 after selling out during the quarter.
  • First Allied Advisory Services sold 15,939 TECO ENERGY INC shares in Q3 2015, an estimated $284K.
  • First Allied Advisory Services first reported a position in TECO ENERGY INC in Q3 2014 and held it in 4 quarters.
  • First Allied Advisory Services's TECO ENERGY INC position peaked at $319K in Q4 2014.
  • 362 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2015.

Based on First Allied Advisory Services's 13F filing for Q3 2015, filed 12 Nov 2015.