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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Monroe Bank & Trust's TE Position: Q3 2015 in Review

Monroe Bank & Trust sold out of TECO ENERGY INC (TE) in Q3 2015, closing a stake of 10,000 shares — an estimated $177K sold.

Monroe Bank & Trust first reported a position in TE in Q2 2013 and held it in 9 quarters. The position peaked at $205K in Q4 2014. 362 funds tracked by Wall St. Rank hold TE as of Q3 2015.

Monroe Bank & Trust reported no remaining TECO ENERGY INC position as of Q3 2015 after selling out during the quarter.
Monroe Bank & Trust sold 10,000 TECO ENERGY INC shares in Q3 2015, an estimated $177K.
Monroe Bank & Trust first reported a position in TECO ENERGY INC in Q2 2013 and held it in 9 quarters.
Monroe Bank & Trust's TECO ENERGY INC position peaked at $205K in Q4 2014.
362 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2015.

Based on Monroe Bank & Trust's 13F filing for Q3 2015, filed 28 Oct 2015.