LPL Financial

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return