LTI
TE

Laffer Tengler Investments’s TECO ENERGY INC TE Stock Holding History

Laffer Tengler Investments’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
Q2 		– Sell
-113,411
Closed -$2.2M – 270
2015
Q1 		$2.2M Buy
+113,411
New +$2.29M 0.31% 120
2014
Q4 		– Sell
-113,411
Closed -$2.19M – 109
2014
Q3 		$1.97M Hold
113,411
– – 0.29% 137
2014
Q2 		$2.1M Sell
113,411
-1,228
-1% -$21.6K 0.32% 132
2014
Q1 		$1.97M Hold
114,639
– – 0.32% 142
2013
Q4 		$1.98M Buy
+114,639
New +$1.96M 0.33% 143
2013
Q3 		– Sell
-77,635
Closed -$1.32M – 152
2013
Q2 		$1.33M Buy
+77,635
New +$1.4M 0.26% 144

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 $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Laffer Tengler Investments's TE Position: Q2 2015 in Review

Laffer Tengler Investments sold out of TECO ENERGY INC (TE) in Q2 2015, closing a stake of 113,411 shares — an estimated $2.2M sold.

Laffer Tengler Investments first reported a position in TE in Q2 2013 and held it in 6 quarters. The position peaked at $2.2M in Q1 2015. 355 funds tracked by Wall St. Rank hold TE as of Q2 2015.

  • Laffer Tengler Investments reported no remaining TECO ENERGY INC position as of Q2 2015 after selling out during the quarter.
  • Laffer Tengler Investments sold 113,411 TECO ENERGY INC shares in Q2 2015, an estimated $2.2M.
  • Laffer Tengler Investments first reported a position in TECO ENERGY INC in Q2 2013 and held it in 6 quarters.
  • Laffer Tengler Investments's TECO ENERGY INC position peaked at $2.2M in Q1 2015.
  • 355 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q2 2015.

Based on Laffer Tengler Investments's 13F filing for Q2 2015, filed 14 Aug 2015.