LFR
TE

Lehman Financial Resources’s TECO ENERGY INC TE Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-6,000
Closed -$157K – 453
2015
Q3 		$157K Hold
6,000
– – 0.08% 64
2015
Q2 		$105K Hold
6,000
– – 0.05% 93
2015
Q1 		$116K Hold
6,000
– – 0.05% 87
2014
Q4 		$123K Hold
6,000
– – 0.06% 84
2014
Q3 		$104K Hold
6,000
– – 0.05% 85
2014
Q2 		$111K Hold
6,000
– – 0.05% 81
2014
Q1 		$103K Hold
6,000
– – 0.05% 83
2013
Q4 		$103K Hold
6,000
– – 0.06% 81
2013
Q3 		$99K Hold
6,000
– – 0.06% 79
2013
Q2 		$103K Buy
+6,000
New +$108K 0.07% 69

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BFA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return