MBT
TE

Monroe Bank & Trust’s TECO ENERGY INC TE Stock Holding History

Monroe Bank & Trust’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
-10,000
Closed -$177K – 332
2015
Q2 		$177K Hold
10,000
– – 0.06% 130
2015
Q1 		$194K Hold
10,000
– – 0.07% 130
2014
Q4 		$205K Hold
10,000
– – 0.07% 132
2014
Q3 		$174K Hold
10,000
– – 0.06% 128
2014
Q2 		$184K Hold
10,000
– – 0.06% 146
2014
Q1 		$172K Buy
10,000
+5,000
+100% +$83.6K 0.06% 153
2013
Q4 		$86K Hold
5,000
– – 0.03% 148
2013
Q3 		$83K Hold
5,000
– – 0.03% 151
2013
Q2 		$86K Buy
+5,000
New +$90.3K 0.04% 151

Other funds holding TE

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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 $564B 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 $280B AUM 33.63% 1-Year Est. Return