OIM
TE

Opus Investment Management’s TECO ENERGY INC TE Stock Holding History

Opus Investment Management’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
-176,700
Closed -$3.12M – 83
2015
Q2 		$3.12M Hold
176,700
– – 0.57% 63
2015
Q1 		$3.43M Hold
176,700
– – 0.6% 52
2014
Q4 		$3.62M Sell
176,700
-49,000
-22% -$947K 0.65% 49
2014
Q3 		$3.92M Hold
225,700
– – 0.75% 38
2014
Q2 		$4.17M Sell
225,700
-16,200
-7% -$285K 0.82% 38
2014
Q1 		$4.15M Hold
241,900
– – 0.96% 24
2013
Q4 		$4.17M Hold
241,900
– – 1.13% 11
2013
Q3 		$4M Hold
241,900
– – 0.91% 33
2013
Q2 		$4.16M Buy
+241,900
New +$4.37M 0.99% 35

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State Street
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BFA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return