PTC
TE

Private Trust Company’s TECO ENERGY INC TE Stock Holding History

Private Trust Company’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
2014
Q4 		– Sell
-2,009
Closed -$35K – 1567
2014
Q3 		$35K Hold
2,009
– – 0.01% 660
2014
Q2 		$37K Hold
2,009
– – 0.01% 656
2014
Q1 		$34K Buy
2,009
+965
+92% +$16.1K 0.01% 598
2013
Q4 		$18K Hold
1,044
– – 0.01% 755
2013
Q3 		$17K Hold
1,044
– – 0.01% 726
2013
Q2 		$18K Buy
+1,044
New +$18.9K 0.01% 667

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Private Trust Company's TE Position: Q4 2014 in Review

Private Trust Company sold out of TECO ENERGY INC (TE) in Q4 2014, closing a stake of 2,009 shares — an estimated $35K sold.

Private Trust Company first reported a position in TE in Q2 2013 and held it in 6 quarters. The position peaked at $37K in Q2 2014. 370 funds tracked by Wall St. Rank hold TE as of Q4 2014.

  • Private Trust Company reported no remaining TECO ENERGY INC position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 2,009 TECO ENERGY INC shares in Q4 2014, an estimated $35K.
  • Private Trust Company first reported a position in TECO ENERGY INC in Q2 2013 and held it in 6 quarters.
  • Private Trust Company's TECO ENERGY INC position peaked at $37K in Q2 2014.
  • 370 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.