Integrated Wealth Management (Palm Desert)’s TECO ENERGY INC TE Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-4,000	Closed	-$107K	–	1388
2015 Q4	$107K	Hold	4,000	–	–	0.05%	270
2015 Q3	$105K	Hold	4,000	–	–	0.05%	263
2015 Q2	$71K	Hold	4,000	–	–	0.03%	327
2015 Q1	$77K	Buy	+4,000	New	+$80.8K	0.03%	308

Other funds holding TE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s TE Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of TECO ENERGY INC (TE) in Q1 2016, closing a stake of 4,000 shares — an estimated $107K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TE in Q1 2015 and held it in 4 quarters. The position peaked at $107K in Q4 2015. 368 funds tracked by Wall St. Rank hold TE as of Q1 2016.

Integrated Wealth Management (Palm Desert) reported no remaining TECO ENERGY INC position as of Q1 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 4,000 TECO ENERGY INC shares in Q1 2016, an estimated $107K.
Integrated Wealth Management (Palm Desert) first reported a position in TECO ENERGY INC in Q1 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s TECO ENERGY INC position peaked at $107K in Q4 2015.
368 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.