MHS
TE

M Holdings Securities’s TECO ENERGY INC TE Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-11,100
Closed -$193K – 494
2014
Q3 		$193K Buy
+11,100
New +$196K 0.11% 182

Other funds holding TE

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

M Holdings Securities's TE Position: Q4 2014 in Review

M Holdings Securities sold out of TECO ENERGY INC (TE) in Q4 2014, closing a stake of 11,100 shares — an estimated $193K sold.

M Holdings Securities first reported a position in TE in Q3 2014 and held it in 1 quarter. The position peaked at $193K in Q3 2014. 370 funds tracked by Wall St. Rank hold TE as of Q4 2014.

  • M Holdings Securities reported no remaining TECO ENERGY INC position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 11,100 TECO ENERGY INC shares in Q4 2014, an estimated $193K.
  • M Holdings Securities first reported a position in TECO ENERGY INC in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's TECO ENERGY INC position peaked at $193K in Q3 2014.
  • 370 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.