RCM
TE

Riverhead Capital Management’s TECO ENERGY INC TE Stock Holding History

Riverhead Capital 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
2016
Q1 		– Sell
-51,000
Closed -$1.36M – 1453
2015
Q4 		$1.36M Sell
51,000
-83,901
-62% -$2.24M 0.02% 609
2015
Q3 		$3.54M Sell
134,901
-15,759
-10% -$353K 0.06% 361
2015
Q2 		$2.66M Buy
150,660
+9,497
+7% +$178K 0.04% 446
2015
Q1 		$2.74M Sell
141,163
-301,460
-68% -$6.09M 0.04% 435
2014
Q4 		$9.07M Sell
442,623
-102,587
-19% -$1.98M 0.14% 214
2014
Q3 		$9.47M Buy
545,210
+78,944
+17% +$1.4M 0.16% 193
2014
Q2 		$8.61M Buy
466,266
+137,052
+42% +$2.41M 0.16% 198
2014
Q1 		$5.65M Buy
329,214
+74,677
+29% +$1.25M 0.12% 230
2013
Q4 		$4.39M Buy
254,537
+57,037
+29% +$975K 0.12% 241
2013
Q3 		$3.27M Buy
197,500
+17,766
+10% +$303K 0.11% 231
2013
Q2 		$3.09M Buy
+179,734
New +$3.25M 0.1% 225

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return