RNS
TE

Robert N. Shapiro’s TECO ENERGY INC TE Stock Holding History

Robert N. Shapiro’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 		$276K Buy
13,462
+1,585
+13% +$30.6K 0.06% 234
2014
Q3 		$207K Sell
11,877
-1,099
-8% -$19.4K 0.04% 266
2014
Q2 		$240K Hold
12,976
– – 0.05% 247
2014
Q1 		$223K Hold
12,976
– – 0.04% 250
2013
Q4 		$224K Hold
12,976
– – 0.04% 258
2013
Q3 		$215K Buy
+12,976
New +$221K 0.04% 260

Other funds holding TE

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Robert N. Shapiro's TE Position: Q4 2014 in Review

Robert N. Shapiro increased its TECO ENERGY INC (TE) stake by 13% in Q4 2014, buying an estimated $30.6K and bringing the position to 13,462 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #234.

Robert N. Shapiro first reported a position in TE in Q3 2013 and has held it in 6 quarters since. 370 funds tracked by Wall St. Rank hold TE as of Q4 2014.

  • Robert N. Shapiro held 13,462 shares of TECO ENERGY INC worth $276K as of Q4 2014.
  • Robert N. Shapiro bought 1,585 TECO ENERGY INC shares in Q4 2014, an estimated $30.6K.
  • TECO ENERGY INC made up 0.06% of Robert N. Shapiro's portfolio in Q4 2014, its #234 holding.
  • Robert N. Shapiro first reported a position in TECO ENERGY INC in Q3 2013 and has held it in 6 quarters since.
  • 370 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.