LI
TE

LMCG Investments’s TECO ENERGY INC TE Stock Holding History

LMCG 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
2013
Q4 		– Sell
-20,923
Closed -$346K – 506
2013
Q3 		$346K Sell
20,923
-289,454
-93% -$4.94M 0.01% 414
2013
Q2 		$5.33M Buy
+310,377
New +$5.61M 0.14% 234

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

LMCG Investments's TE Position: Q4 2013 in Review

LMCG Investments sold out of TECO ENERGY INC (TE) in Q4 2013, closing a stake of 20,923 shares — an estimated $346K sold.

LMCG Investments first reported a position in TE in Q2 2013 and held it in 2 quarters. The position peaked at $5.33M in Q2 2013. 340 funds tracked by Wall St. Rank hold TE as of Q4 2013.

  • LMCG Investments reported no remaining TECO ENERGY INC position as of Q4 2013 after selling out during the quarter.
  • LMCG Investments sold 20,923 TECO ENERGY INC shares in Q4 2013, an estimated $346K.
  • LMCG Investments first reported a position in TECO ENERGY INC in Q2 2013 and held it in 2 quarters.
  • LMCG Investments's TECO ENERGY INC position peaked at $5.33M in Q2 2013.
  • 340 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2013.

Based on LMCG Investments's 13F filing for Q4 2013, filed 6 Feb 2014.