FIM
TE

Freedom Investment Management’s TECO ENERGY INC TE Stock Holding History

Freedom Investment 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
Q1 		– Sell
-8,661
Closed -$231K – 912
2015
Q4 		$231K Buy
+8,661
New +$231K 0.02% 642

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Investment Management's TE Position: Q1 2016 in Review

Freedom Investment Management sold out of TECO ENERGY INC (TE) in Q1 2016, closing a stake of 8,661 shares — an estimated $231K sold.

Freedom Investment Management first reported a position in TE in Q4 2015 and held it in 1 quarter. The position peaked at $231K in Q4 2015. 368 funds tracked by Wall St. Rank hold TE as of Q1 2016.

  • Freedom Investment Management reported no remaining TECO ENERGY INC position as of Q1 2016 after selling out during the quarter.
  • Freedom Investment Management sold 8,661 TECO ENERGY INC shares in Q1 2016, an estimated $231K.
  • Freedom Investment Management first reported a position in TECO ENERGY INC in Q4 2015 and held it in 1 quarter.
  • Freedom Investment Management's TECO ENERGY INC position peaked at $231K in Q4 2015.
  • 368 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q1 2016.

Based on Freedom Investment Management's 13F filing for Q1 2016, filed 8 Apr 2016.