PSI
TE

Pinnacle Summer Investments’s TECO ENERGY INC TE Stock Holding History

Pinnacle Summer Investments’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
Q4 		$31K Sell
1,150
-1,190
-51% -$31.8K ﹤0.01% 404
2015
Q3 		$62K Buy
2,340
+1,212
+107% +$27.1K 0.01% 456
2015
Q2 		$20K Sell
1,128
-1,187
-51% -$22.2K ﹤0.01% 428
2015
Q1 		$45K Buy
2,315
+12
+0.5% +$242 0.01% 530
2014
Q4 		$49K Hold
2,303
– – 0.01% 519
2014
Q3 		$40K Hold
2,303
– – ﹤0.01% 563
2014
Q2 		$42K Hold
2,303
– – ﹤0.01% 530
2014
Q1 		$42K Hold
2,303
– – 0.01% 494
2013
Q4 		$40K Hold
2,303
– – 0.01% 497
2013
Q3 		$38K Hold
2,303
– – 0.01% 469
2013
Q2 		$40K Buy
+2,303
New +$41.6K 0.01% 417

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Pinnacle Summer Investments's TE Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its TECO ENERGY INC (TE) stake by 51% in Q4 2015, selling an estimated $31.8K and leaving 1,150 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Pinnacle Summer Investments first reported a position in TE in Q2 2013 and has held it in 11 quarters since. The position peaked at $62K in Q3 2015. 360 funds tracked by Wall St. Rank hold TE as of Q4 2015.

  • Pinnacle Summer Investments held 1,150 shares of TECO ENERGY INC worth $31K as of Q4 2015.
  • Pinnacle Summer Investments sold 1,190 TECO ENERGY INC shares in Q4 2015, an estimated $31.8K.
  • TECO ENERGY INC made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #404 holding.
  • Pinnacle Summer Investments first reported a position in TECO ENERGY INC in Q2 2013 and has held it in 11 quarters since.
  • Pinnacle Summer Investments's TECO ENERGY INC position peaked at $62K in Q3 2015.
  • 360 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.