SSB
TE

Sandy Spring Bank’s TECO ENERGY INC TE Stock Holding History

Sandy Spring Bank’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
-2,254
Closed -$40K – 1030
2015
Q2 		$40K Buy
2,254
+1,054
+88% +$19.8K ﹤0.01% 485
2015
Q1 		$23K Hold
1,200
– – ﹤0.01% 571
2014
Q4 		$25K Hold
1,200
– – ﹤0.01% 509
2014
Q3 		$21K Hold
1,200
– – ﹤0.01% 533
2014
Q2 		$22K Hold
1,200
– – ﹤0.01% 532
2014
Q1 		$21K Hold
1,200
– – ﹤0.01% 485
2013
Q4 		$21K Hold
1,200
– – ﹤0.01% 482
2013
Q3 		$20K Hold
1,200
– – ﹤0.01% 469
2013
Q2 		$21K Buy
+1,200
New +$21.7K ﹤0.01% 443

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State Street
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BFA
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UBS Group
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BIT
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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
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Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return