SFP
TE

Santa Fe Partners’s TECO ENERGY INC TE Stock Holding History

Santa Fe Partners’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
2013
Q4 		– Sell
-43,875
Closed -$726K – 626
2013
Q3 		$726K Buy
+43,875
New +$748K 0.14% 251

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Santa Fe Partners's TE Position: Q4 2013 in Review

Santa Fe Partners sold out of TECO ENERGY INC (TE) in Q4 2013, closing a stake of 43,875 shares — an estimated $726K sold.

Santa Fe Partners first reported a position in TE in Q3 2013 and held it in 1 quarter. The position peaked at $726K in Q3 2013. 340 funds tracked by Wall St. Rank hold TE as of Q4 2013.

  • Santa Fe Partners reported no remaining TECO ENERGY INC position as of Q4 2013 after selling out during the quarter.
  • Santa Fe Partners sold 43,875 TECO ENERGY INC shares in Q4 2013, an estimated $726K.
  • Santa Fe Partners first reported a position in TECO ENERGY INC in Q3 2013 and held it in 1 quarter.
  • Santa Fe Partners's TECO ENERGY INC position peaked at $726K in Q3 2013.
  • 340 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2013.

Based on Santa Fe Partners's 13F filing for Q4 2013, filed 14 Feb 2014.