JMPWA
TE

JP Morgan Private Wealth Advisors’s TECO ENERGY INC TE Stock Holding History

JP Morgan Private Wealth Advisors’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
Q2 		– Sell
-11,546
Closed -$198K – 943
2014
Q1 		$198K Sell
11,546
-361
-3% -$6.03K ﹤0.01% 812
2013
Q4 		$205K Sell
11,907
-10,119
-46% -$173K ﹤0.01% 613
2013
Q3 		$364K Sell
22,026
-3,978
-15% -$67.8K 0.01% 480
2013
Q2 		$447K Buy
+26,004
New +$470K 0.01% 427

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TE Position: Q2 2014 in Review

JP Morgan Private Wealth Advisors sold out of TECO ENERGY INC (TE) in Q2 2014, closing a stake of 11,546 shares — an estimated $198K sold.

JP Morgan Private Wealth Advisors first reported a position in TE in Q2 2013 and held it in 4 quarters. The position peaked at $447K in Q2 2013. 344 funds tracked by Wall St. Rank hold TE as of Q2 2014.

  • JP Morgan Private Wealth Advisors reported no remaining TECO ENERGY INC position as of Q2 2014 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,546 TECO ENERGY INC shares in Q2 2014, an estimated $198K.
  • JP Morgan Private Wealth Advisors first reported a position in TECO ENERGY INC in Q2 2013 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's TECO ENERGY INC position peaked at $447K in Q2 2013.
  • 344 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q2 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.