RWA
TE

Ropes Wealth Advisors’s TECO ENERGY INC TE Stock Holding History

Ropes Wealth 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
2016
Q3 		– Sell
-10,176
Closed -$281K – 526
2016
Q2 		$281K Hold
10,176
– – 0.1% 161
2016
Q1 		$280K Sell
10,176
-70
-0.7% -$1.91K 0.12% 125
2015
Q4 		$273K Buy
10,246
+70
+0.7% +$1.87K 0.12% 133
2015
Q3 		$267K Hold
10,176
– – 0.14% 116
2015
Q2 		$180K Hold
10,176
– – 0.1% 126
2015
Q1 		$197K Buy
+10,176
New +$205K 0.1% 125

Other funds holding TE

LS
Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return

Ropes Wealth Advisors's TE Position: Q3 2016 in Review

Ropes Wealth Advisors sold out of TECO ENERGY INC (TE) in Q3 2016, closing a stake of 10,176 shares — an estimated $281K sold.

Ropes Wealth Advisors first reported a position in TE in Q1 2015 and held it in 6 quarters. The position peaked at $281K in Q2 2016. 1 fund tracked by Wall St. Rank holds TE as of Q3 2016.

  • Ropes Wealth Advisors reported no remaining TECO ENERGY INC position as of Q3 2016 after selling out during the quarter.
  • Ropes Wealth Advisors sold 10,176 TECO ENERGY INC shares in Q3 2016, an estimated $281K.
  • Ropes Wealth Advisors first reported a position in TECO ENERGY INC in Q1 2015 and held it in 6 quarters.
  • Ropes Wealth Advisors's TECO ENERGY INC position peaked at $281K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2016.

Based on Ropes Wealth Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.