SIM
TE

Sentry Investment Management’s TECO ENERGY INC TE Stock Holding History

Sentry Investment Management’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
Q2 		– Sell
-17,631
Closed -$485K – 518
2016
Q1 		$485K Buy
17,631
+4,320
+32% +$118K 0.02% 442
2015
Q4 		$355K Buy
13,311
+5,846
+78% +$156K 0.02% 463
2015
Q3 		$196K Hold
7,465
– – 0.01% 494
2015
Q2 		$132K Hold
7,465
– – 0.01% 527
2015
Q1 		$145K Hold
7,465
– – 0.01% 516
2014
Q4 		$153K Hold
7,465
– – 0.01% 511
2014
Q3 		$130K Sell
7,465
-920
-11% -$16.3K 0.01% 524
2014
Q2 		$155K Sell
8,385
-615
-7% -$10.8K 0.01% 518
2014
Q1 		$154K Hold
9,000
– – 0.01% 526
2013
Q4 		$155K Sell
9,000
-107,700
-92% -$1.84M 0.01% 517
2013
Q3 		$1.93M Hold
116,700
– – 0.11% 144
2013
Q2 		$2.01M Buy
+116,700
New +$2.11M 0.12% 89

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return