Jacobs Levy Equity Management
TE

Jacobs Levy Equity Management’s TECO ENERGY INC TE Stock Holding History

Jacobs Levy Equity 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
2015
Q3 		– Sell
-10,080
Closed -$178K – 916
2015
Q2 		$178K Hold
10,080
– – ﹤0.01% 736
2015
Q1 		$196K Sell
10,080
-185,051
-95% -$3.74M ﹤0.01% 705
2014
Q4 		$4M Buy
+195,131
New +$3.77M 0.07% 281

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

Jacobs Levy Equity Management's TE Position: Q3 2015 in Review

Jacobs Levy Equity Management sold out of TECO ENERGY INC (TE) in Q3 2015, closing a stake of 10,080 shares — an estimated $178K sold.

Jacobs Levy Equity Management first reported a position in TE in Q4 2014 and held it in 3 quarters. The position peaked at $4M in Q4 2014. 362 funds tracked by Wall St. Rank hold TE as of Q3 2015.

  • Jacobs Levy Equity Management reported no remaining TECO ENERGY INC position as of Q3 2015 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 10,080 TECO ENERGY INC shares in Q3 2015, an estimated $178K.
  • Jacobs Levy Equity Management first reported a position in TECO ENERGY INC in Q4 2014 and held it in 3 quarters.
  • Jacobs Levy Equity Management's TECO ENERGY INC position peaked at $4M in Q4 2014.
  • 362 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2015.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2015, filed 16 Nov 2015.