OIA
TE

Optimum Investment Advisors’s TECO ENERGY INC TE Stock Holding History

Optimum Investment Advisors’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
Q1 		$48K Buy
2,450
+900
+58% +$18.2K 0.02% 519
2014
Q4 		$32K Buy
+1,550
New +$30K 0.01% 613
2013
Q4 		– Sell
-290
Closed -$5K – 786
2013
Q3 		$5K Buy
+290
New +$4.94K ﹤0.01% 645

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Optimum Investment Advisors's TE Position: Q1 2015 in Review

Optimum Investment Advisors increased its TECO ENERGY INC (TE) stake by 58% in Q1 2015, buying an estimated $18.2K and bringing the position to 2,450 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #519.

Optimum Investment Advisors first reported a position in TE in Q3 2013 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold TE as of Q1 2015.

  • Optimum Investment Advisors held 2,450 shares of TECO ENERGY INC worth $48K as of Q1 2015.
  • Optimum Investment Advisors bought 900 TECO ENERGY INC shares in Q1 2015, an estimated $18.2K.
  • TECO ENERGY INC made up 0.02% of Optimum Investment Advisors's portfolio in Q1 2015, its #519 holding.
  • Optimum Investment Advisors first reported a position in TECO ENERGY INC in Q3 2013 and has held it in 3 quarters since.
  • 368 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.