Luther King Capital Management (LKCM)
TE

Luther King Capital Management (LKCM)’s TECO ENERGY INC TE Stock Holding History

Luther King Capital Management (LKCM)’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
-16,010
Closed -$265K – 669
2013
Q3 		$265K Hold
16,010
– – ﹤0.01% 625
2013
Q2 		$275K Buy
+16,010
New +$289K ﹤0.01% 613

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Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Luther King Capital Management (LKCM)'s TE Position: Q4 2013 in Review

Luther King Capital Management (LKCM) sold out of TECO ENERGY INC (TE) in Q4 2013, closing a stake of 16,010 shares — an estimated $265K sold.

Luther King Capital Management (LKCM) first reported a position in TE in Q2 2013 and held it in 2 quarters. The position peaked at $275K in Q2 2013. 340 funds tracked by Wall St. Rank hold TE as of Q4 2013.

  • Luther King Capital Management (LKCM) reported no remaining TECO ENERGY INC position as of Q4 2013 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 16,010 TECO ENERGY INC shares in Q4 2013, an estimated $265K.
  • Luther King Capital Management (LKCM) first reported a position in TECO ENERGY INC in Q2 2013 and held it in 2 quarters.
  • Luther King Capital Management (LKCM)'s TECO ENERGY INC position peaked at $275K in Q2 2013.
  • 340 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2013.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2013, filed 12 Feb 2014.