RA
TE

Rational Advisors’s TECO ENERGY INC TE Stock Holding History

Rational 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
Q3 		– Sell
-80,500
Closed -$1.42M – 507
2015
Q2 		$1.42M Buy
+80,500
New +$1.51M 0.46% 80
2013
Q4 		– Sell
-181,640
Closed -$3M – 900
2013
Q3 		$3M Buy
181,640
+10,000
+6% +$170K 0.23% 137
2013
Q2 		$2.95M Buy
+171,640
New +$3.1M 0.25% 131

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

Rational Advisors's TE Position: Q3 2015 in Review

Rational Advisors sold out of TECO ENERGY INC (TE) in Q3 2015, closing a stake of 80,500 shares — an estimated $1.42M sold.

Rational Advisors first reported a position in TE in Q2 2013 and held it in 3 quarters. The position peaked at $3M in Q3 2013. 362 funds tracked by Wall St. Rank hold TE as of Q3 2015.

  • Rational Advisors reported no remaining TECO ENERGY INC position as of Q3 2015 after selling out during the quarter.
  • Rational Advisors sold 80,500 TECO ENERGY INC shares in Q3 2015, an estimated $1.42M.
  • Rational Advisors first reported a position in TECO ENERGY INC in Q2 2013 and held it in 3 quarters.
  • Rational Advisors's TECO ENERGY INC position peaked at $3M in Q3 2013.
  • 362 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2015.

Based on Rational Advisors's 13F filing for Q3 2015, filed 4 Nov 2015.