RFA
TE

Reilly Financial Advisors’s TECO ENERGY INC TE Stock Holding History

Reilly Financial 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
2014
Q3 		– Sell
-354
Closed -$7K – 877
2014
Q2 		$7K Buy
+354
New +$6.22K ﹤0.01% 627

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Reilly Financial Advisors's TE Position: Q3 2014 in Review

Reilly Financial Advisors sold out of TECO ENERGY INC (TE) in Q3 2014, closing a stake of 354 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in TE in Q2 2014 and held it in 1 quarter. The position peaked at $7K in Q2 2014. 350 funds tracked by Wall St. Rank hold TE as of Q3 2014.

  • Reilly Financial Advisors reported no remaining TECO ENERGY INC position as of Q3 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 354 TECO ENERGY INC shares in Q3 2014, an estimated $7K.
  • Reilly Financial Advisors first reported a position in TECO ENERGY INC in Q2 2014 and held it in 1 quarter.
  • Reilly Financial Advisors's TECO ENERGY INC position peaked at $7K in Q2 2014.
  • 350 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2014.

Based on Reilly Financial Advisors's 13F filing for Q3 2014, filed 16 Oct 2014.