Joel Isaacson & Co’s TECO ENERGY INC TE Stock Holding History

Joel Isaacson & Co’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	-32	Closed	-$1K	–	820
2015 Q4	$1K	Hold	32	–	–	﹤0.01%	733
2015 Q3	$1K	Buy	+32	New	+$716	﹤0.01%	717

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

Joel Isaacson & Co's TE Position: Q1 2016 in Review

Joel Isaacson & Co sold out of TECO ENERGY INC (TE) in Q1 2016, closing a stake of 32 shares — an estimated $1K sold.

Joel Isaacson & Co first reported a position in TE in Q3 2015 and held it in 2 quarters. The position peaked at $1K in Q4 2015. 368 funds tracked by Wall St. Rank hold TE as of Q1 2016.

Joel Isaacson & Co reported no remaining TECO ENERGY INC position as of Q1 2016 after selling out during the quarter.
Joel Isaacson & Co sold 32 TECO ENERGY INC shares in Q1 2016, an estimated $1K.
Joel Isaacson & Co first reported a position in TECO ENERGY INC in Q3 2015 and held it in 2 quarters.
Joel Isaacson & Co's TECO ENERGY INC position peaked at $1K in Q4 2015.
368 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q1 2016.

Based on Joel Isaacson & Co's 13F filing for Q1 2016, filed 18 Apr 2016.