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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

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock Fund Advisors
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Lehman Financial Resources's TE Position: Q4 2015 in Review

Lehman Financial Resources sold out of TECO ENERGY INC (TE) in Q4 2015, closing a stake of 6,000 shares — an estimated $157K sold.

Lehman Financial Resources first reported a position in TE in Q2 2013 and held it in 10 quarters. The position peaked at $157K in Q3 2015. 360 funds tracked by Wall St. Rank hold TE as of Q4 2015.

  • Lehman Financial Resources reported no remaining TECO ENERGY INC position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 6,000 TECO ENERGY INC shares in Q4 2015, an estimated $157K.
  • Lehman Financial Resources first reported a position in TECO ENERGY INC in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's TECO ENERGY INC position peaked at $157K in Q3 2015.
  • 360 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.