MIM
TE

Marco Investment Management’s TECO ENERGY INC TE Stock Holding History

Marco Investment Management’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
2015
Q3 		– Sell
-61,665
Closed -$1.09M – 198
2015
Q2 		$1.09M Hold
61,665
– – 0.18% 106
2015
Q1 		$1.2M Sell
61,665
-20,000
-24% -$404K 0.21% 96
2014
Q4 		$1.67M Sell
81,665
-11,484
-12% -$222K 0.21% 90
2014
Q3 		$1.62M Hold
93,149
– – 0.22% 83
2014
Q2 		$1.72M Hold
93,149
– – 0.33% 81
2014
Q1 		$1.6M Buy
+93,149
New +$1.56M 0.33% 83

Other funds holding TE

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Marco Investment Management's TE Position: Q3 2015 in Review

Marco Investment Management sold out of TECO ENERGY INC (TE) in Q3 2015, closing a stake of 61,665 shares — an estimated $1.09M sold.

Marco Investment Management first reported a position in TE in Q1 2014 and held it in 6 quarters. The position peaked at $1.72M in Q2 2014. 362 funds tracked by Wall St. Rank hold TE as of Q3 2015.

  • Marco Investment Management reported no remaining TECO ENERGY INC position as of Q3 2015 after selling out during the quarter.
  • Marco Investment Management sold 61,665 TECO ENERGY INC shares in Q3 2015, an estimated $1.09M.
  • Marco Investment Management first reported a position in TECO ENERGY INC in Q1 2014 and held it in 6 quarters.
  • Marco Investment Management's TECO ENERGY INC position peaked at $1.72M in Q2 2014.
  • 362 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2015.

Based on Marco Investment Management's 13F filing for Q3 2015, filed 13 Nov 2015.