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

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Opus Investment Management's TE Position: Q3 2015 in Review

Opus Investment Management sold out of TECO ENERGY INC (TE) in Q3 2015, closing a stake of 176,700 shares — an estimated $3.12M sold.

Opus Investment Management first reported a position in TE in Q2 2013 and held it in 9 quarters. The position peaked at $4.17M in Q2 2014. 362 funds tracked by Wall St. Rank hold TE as of Q3 2015.

  • Opus Investment Management reported no remaining TECO ENERGY INC position as of Q3 2015 after selling out during the quarter.
  • Opus Investment Management sold 176,700 TECO ENERGY INC shares in Q3 2015, an estimated $3.12M.
  • Opus Investment Management first reported a position in TECO ENERGY INC in Q2 2013 and held it in 9 quarters.
  • Opus Investment Management's TECO ENERGY INC position peaked at $4.17M in Q2 2014.
  • 362 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2015.

Based on Opus Investment Management's 13F filing for Q3 2015, filed 6 Nov 2015.