GWM
TE

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

Gupta 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
Q1 		– Sell
-96
Closed -$3K – 1349
2015
Q4 		$3K Sell
96
-30
-24% -$801 ﹤0.01% 1099
2015
Q3 		$3K Hold
126
– – ﹤0.01% 1115
2015
Q2 		$2K Sell
126
-179
-59% -$3.35K ﹤0.01% 1174
2015
Q1 		$6K Buy
+305
New +$6.16K ﹤0.01% 882

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gupta Wealth Management's TE Position: Q1 2016 in Review

Gupta Wealth Management sold out of TECO ENERGY INC (TE) in Q1 2016, closing a stake of 96 shares — an estimated $3K sold.

Gupta Wealth Management first reported a position in TE in Q1 2015 and held it in 4 quarters. The position peaked at $6K in Q1 2015. 368 funds tracked by Wall St. Rank hold TE as of Q1 2016.

  • Gupta Wealth Management reported no remaining TECO ENERGY INC position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 96 TECO ENERGY INC shares in Q1 2016, an estimated $3K.
  • Gupta Wealth Management first reported a position in TECO ENERGY INC in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's TECO ENERGY INC position peaked at $6K in Q1 2015.
  • 368 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.