RIL
TE

Rothschild Investment LLC’s TECO ENERGY INC TE Stock Holding History

Rothschild Investment LLC’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
-125,033
Closed -$2.21M – 524
2015
Q2 		$2.21M Hold
125,033
– – 0.26% 102
2015
Q1 		$2.43M Buy
125,033
+40,733
+48% +$822K 0.28% 93
2014
Q4 		$1.73M Hold
84,300
– – 0.21% 114
2014
Q3 		$1.47M Buy
84,300
+500
+0.6% +$8.85K 0.18% 132
2014
Q2 		$1.55M Sell
83,800
-3,000
-3% -$52.8K 0.2% 124
2014
Q1 		$1.49M Hold
86,800
– – 0.2% 122
2013
Q4 		$1.5M Sell
86,800
-2,900
-3% -$49.6K 0.2% 114
2013
Q3 		$1.48M Sell
89,700
-5,159
-5% -$88K 0.22% 107
2013
Q2 		$1.63M Buy
+94,859
New +$1.71M 0.27% 94

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 $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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Rothschild Investment LLC's TE Position: Q3 2015 in Review

Rothschild Investment LLC sold out of TECO ENERGY INC (TE) in Q3 2015, closing a stake of 125,033 shares — an estimated $2.21M sold.

Rothschild Investment LLC first reported a position in TE in Q2 2013 and held it in 9 quarters. The position peaked at $2.43M in Q1 2015. 362 funds tracked by Wall St. Rank hold TE as of Q3 2015.

  • Rothschild Investment LLC reported no remaining TECO ENERGY INC position as of Q3 2015 after selling out during the quarter.
  • Rothschild Investment LLC sold 125,033 TECO ENERGY INC shares in Q3 2015, an estimated $2.21M.
  • Rothschild Investment LLC first reported a position in TECO ENERGY INC in Q2 2013 and held it in 9 quarters.
  • Rothschild Investment LLC's TECO ENERGY INC position peaked at $2.43M in Q1 2015.
  • 362 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2015.

Based on Rothschild Investment LLC's 13F filing for Q3 2015, filed 19 Oct 2015.