MFW
TE

Mosaic Family Wealth’s TECO ENERGY INC TE Stock Holding History

Mosaic Family Wealth’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
-2,340
Closed -$65K – 800
2016
Q2 		$65K Hold
2,340
– – 0.03% 297
2016
Q1 		$64K Hold
2,340
– – 0.03% 298
2015
Q4 		$62K Buy
+2,340
New +$62.5K 0.03% 284

Other funds holding TE

LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Mosaic Family Wealth's TE Position: Q3 2016 in Review

Mosaic Family Wealth sold out of TECO ENERGY INC (TE) in Q3 2016, closing a stake of 2,340 shares — an estimated $65K sold.

Mosaic Family Wealth first reported a position in TE in Q4 2015 and held it in 3 quarters. The position peaked at $65K in Q2 2016. 1 fund tracked by Wall St. Rank holds TE as of Q3 2016.

  • Mosaic Family Wealth reported no remaining TECO ENERGY INC position as of Q3 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,340 TECO ENERGY INC shares in Q3 2016, an estimated $65K.
  • Mosaic Family Wealth first reported a position in TECO ENERGY INC in Q4 2015 and held it in 3 quarters.
  • Mosaic Family Wealth's TECO ENERGY INC position peaked at $65K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2016.

Based on Mosaic Family Wealth's 13F filing for Q3 2016, filed 16 Nov 2016.