MSFP
TE

Mark Sheptoff Financial Planning’s TECO ENERGY INC TE Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-14,990
Closed -$414K – 388
2016
Q2 		$414K Hold
14,990
– – 0.31% 64
2016
Q1 		$413K Hold
14,990
– – 0.34% 64
2015
Q4 		$399K Hold
14,990
– – 0.32% 66
2015
Q3 		$394K Hold
14,990
– – 0.35% 64
2015
Q2 		$265K Hold
14,990
– – 0.21% 92
2015
Q1 		$291K Hold
14,990
– – 0.24% 82
2014
Q4 		$307K Hold
14,990
– – 0.27% 79
2014
Q3 		$261K Hold
14,990
– – 0.23% 92
2014
Q2 		$277K Hold
14,990
– – 0.24% 91
2014
Q1 		$257K Buy
+14,990
New +$251K 0.23% 92

Other funds holding TE

LS
Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return

Mark Sheptoff Financial Planning's TE Position: Q3 2016 in Review

Mark Sheptoff Financial Planning sold out of TECO ENERGY INC (TE) in Q3 2016, closing a stake of 14,990 shares — an estimated $414K sold.

Mark Sheptoff Financial Planning first reported a position in TE in Q1 2014 and held it in 10 quarters. The position peaked at $414K in Q2 2016. 1 fund tracked by Wall St. Rank holds TE as of Q3 2016.

  • Mark Sheptoff Financial Planning reported no remaining TECO ENERGY INC position as of Q3 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 14,990 TECO ENERGY INC shares in Q3 2016, an estimated $414K.
  • Mark Sheptoff Financial Planning first reported a position in TECO ENERGY INC in Q1 2014 and held it in 10 quarters.
  • Mark Sheptoff Financial Planning's TECO ENERGY INC position peaked at $414K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2016, filed 7 Nov 2016.