SNT
TE

Security National Trust’s TECO ENERGY INC TE Stock Holding History

Security National Trust’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
-1,045
Closed -$29K – 475
2016
Q2 		$29K Sell
1,045
-1
-0.1% -$28 0.01% 310
2016
Q1 		$29K Hold
1,046
– – 0.01% 309
2015
Q4 		$28K Hold
1,046
– – 0.01% 305
2015
Q3 		$27K Sell
1,046
-800
-43% -$17.9K 0.01% 312
2015
Q2 		$33K Hold
1,846
– – 0.01% 308
2015
Q1 		$36K Hold
1,846
– – 0.01% 310
2014
Q4 		$38K Hold
1,846
– – 0.01% 299
2014
Q3 		$32K Hold
1,846
– – 0.01% 307
2014
Q2 		$34K Hold
1,846
– – 0.01% 308
2014
Q1 		$32K Hold
1,846
– – 0.01% 314
2013
Q4 		$32K Buy
1,846
+800
+76% +$13.7K 0.01% 310
2013
Q3 		$17K Sell
1,046
-214
-17% -$3.65K 0.01% 350
2013
Q2 		$22K Buy
+1,260
New +$22.8K 0.01% 322

Other funds holding TE

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

Security National Trust's TE Position: Q3 2016 in Review

Security National Trust sold out of TECO ENERGY INC (TE) in Q3 2016, closing a stake of 1,045 shares — an estimated $29K sold.

Security National Trust first reported a position in TE in Q2 2013 and held it in 13 quarters. The position peaked at $38K in Q4 2014. 1 fund tracked by Wall St. Rank holds TE as of Q3 2016.

  • Security National Trust reported no remaining TECO ENERGY INC position as of Q3 2016 after selling out during the quarter.
  • Security National Trust sold 1,045 TECO ENERGY INC shares in Q3 2016, an estimated $29K.
  • Security National Trust first reported a position in TECO ENERGY INC in Q2 2013 and held it in 13 quarters.
  • Security National Trust's TECO ENERGY INC position peaked at $38K in Q4 2014.
  • 1 fund tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2016.

Based on Security National Trust's 13F filing for Q3 2016, filed 24 Oct 2016.