OWP
TE

Obermeyer Wealth Partners’s TECO ENERGY INC TE Stock Holding History

Obermeyer Wealth Partners’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
-14,125
Closed -$390K – 134
2016
Q2 		$390K Hold
14,125
– – 0.04% 84
2016
Q1 		$389K Sell
14,125
-250
-2% -$6.82K 0.04% 85
2015
Q4 		$383K Hold
14,375
– – 0.03% 87
2015
Q3 		$377K Sell
14,375
-410
-3% -$9.18K 0.04% 84
2015
Q2 		$261K Buy
14,785
+1,000
+7% +$18.7K 0.02% 111
2015
Q1 		$267K Sell
13,785
-440
-3% -$8.88K 0.02% 120
2014
Q4 		$291K Buy
14,225
+2,500
+21% +$48.3K 0.03% 116
2014
Q3 		$204K Buy
+11,725
New +$207K 0.05% 64
2013
Q3 		– Sell
-8,400
Closed -$144K – 338
2013
Q2 		$144K Buy
+8,400
New +$152K 0.04% 66

Other funds holding TE

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

Obermeyer Wealth Partners's TE Position: Q3 2016 in Review

Obermeyer Wealth Partners sold out of TECO ENERGY INC (TE) in Q3 2016, closing a stake of 14,125 shares — an estimated $390K sold.

Obermeyer Wealth Partners first reported a position in TE in Q2 2013 and held it in 9 quarters. The position peaked at $390K in Q2 2016. 1 fund tracked by Wall St. Rank holds TE as of Q3 2016.

  • Obermeyer Wealth Partners reported no remaining TECO ENERGY INC position as of Q3 2016 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 14,125 TECO ENERGY INC shares in Q3 2016, an estimated $390K.
  • Obermeyer Wealth Partners first reported a position in TECO ENERGY INC in Q2 2013 and held it in 9 quarters.
  • Obermeyer Wealth Partners's TECO ENERGY INC position peaked at $390K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2016.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2016, filed 4 Nov 2016.