LPL Financial
TE

LPL Financial’s TECO ENERGY INC TE Stock Holding History

LPL Financial’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
2016
Q2 		– Sell
-162,375
Closed -$4.45M – 3205
2016
Q1 		$4.45M Buy
162,375
+36,352
+29% +$992K 0.01% 782
2015
Q4 		$3.4M Buy
126,023
+64,461
+105% +$1.72M 0.01% 886
2015
Q3 		$1.64M Buy
61,562
+1,350
+2% +$30.2K 0.01% 943
2015
Q2 		$1.09M Sell
60,212
-35,234
-37% -$660K 0.01% 1304
2015
Q1 		$1.86M Buy
95,446
+35,207
+58% +$711K 0.01% 949
2014
Q4 		$1.23M Buy
60,239
+7,522
+14% +$145K 0.01% 1158
2014
Q3 		$925K Buy
52,717
+17,606
+50% +$312K 0.01% 1320
2014
Q2 		$649K Buy
35,111
+6,344
+22% +$112K ﹤0.01% 1615
2014
Q1 		$493K Buy
28,767
+8,030
+39% +$134K ﹤0.01% 1757
2013
Q4 		$358K Sell
20,737
-358
-2% -$6.12K ﹤0.01% 1985
2013
Q3 		$357K Buy
21,095
+987
+5% +$16.8K ﹤0.01% 1887
2013
Q2 		$346K Buy
+20,108
New +$363K ﹤0.01% 1809

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LPL Financial's TE Position: Q2 2016 in Review

LPL Financial sold out of TECO ENERGY INC (TE) in Q2 2016, closing a stake of 162,375 shares — an estimated $4.45M sold.

LPL Financial first reported a position in TE in Q2 2013 and held it in 12 quarters. The position peaked at $4.45M in Q1 2016. 346 funds tracked by Wall St. Rank hold TE as of Q2 2016.

  • LPL Financial reported no remaining TECO ENERGY INC position as of Q2 2016 after selling out during the quarter.
  • LPL Financial sold 162,375 TECO ENERGY INC shares in Q2 2016, an estimated $4.45M.
  • LPL Financial first reported a position in TECO ENERGY INC in Q2 2013 and held it in 12 quarters.
  • LPL Financial's TECO ENERGY INC position peaked at $4.45M in Q1 2016.
  • 346 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.