GGPS
TE

Gary Goldberg Planning Services’s TECO ENERGY INC TE Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$9.47M Buy
462,125
+180,590
+64% +$3.49M 3.98% 7
2014
Q3 		$4.89M Buy
281,535
+112,166
+66% +$1.98M 2.04% 16
2014
Q2 		$3.13M Buy
169,369
+93,527
+123% +$1.64M 1.38% 22
2014
Q1 		$1.3M Buy
+75,842
New +$1.27M 0.64% 42

Other funds holding TE

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Gary Goldberg Planning Services's TE Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its TECO ENERGY INC (TE) stake by 64% in Q4 2014, buying an estimated $3.49M and bringing the position to 462,125 shares worth $9.47M. The position accounts for 3.98% of the portfolio, ranked #7.

Gary Goldberg Planning Services first reported a position in TE in Q1 2014 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold TE as of Q4 2014.

  • Gary Goldberg Planning Services held 462,125 shares of TECO ENERGY INC worth $9.47M as of Q4 2014.
  • Gary Goldberg Planning Services bought 180,590 TECO ENERGY INC shares in Q4 2014, an estimated $3.49M.
  • TECO ENERGY INC made up 3.98% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #7 holding.
  • Gary Goldberg Planning Services first reported a position in TECO ENERGY INC in Q1 2014 and has held it in 4 quarters since.
  • 370 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.