NDSI
TE

Newman Dignan & Sheerar Inc’s TECO ENERGY INC TE Stock Holding History

Newman Dignan & Sheerar Inc’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
Q1 		– Sell
-11,558
Closed -$308K – 144
2015
Q4 		$308K Hold
11,558
– – 0.22% 107
2015
Q3 		$304K Buy
+11,558
New +$259K 0.2% 103
2013
Q3 		– Sell
-11,908
Closed -$205K – 139
2013
Q2 		$205K Buy
+11,908
New +$215K 0.02% 124

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Newman Dignan & Sheerar Inc's TE Position: Q1 2016 in Review

Newman Dignan & Sheerar Inc sold out of TECO ENERGY INC (TE) in Q1 2016, closing a stake of 11,558 shares — an estimated $308K sold.

Newman Dignan & Sheerar Inc first reported a position in TE in Q2 2013 and held it in 3 quarters. The position peaked at $308K in Q4 2015. 368 funds tracked by Wall St. Rank hold TE as of Q1 2016.

  • Newman Dignan & Sheerar Inc reported no remaining TECO ENERGY INC position as of Q1 2016 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 11,558 TECO ENERGY INC shares in Q1 2016, an estimated $308K.
  • Newman Dignan & Sheerar Inc first reported a position in TECO ENERGY INC in Q2 2013 and held it in 3 quarters.
  • Newman Dignan & Sheerar Inc's TECO ENERGY INC position peaked at $308K in Q4 2015.
  • 368 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q1 2016.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q1 2016, filed 11 Apr 2016.