SFPIA
TE
Stevens First Principles Investment Advisors’s TECO ENERGY INC TE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-240,521
| Closed | -$4.25M | – | 248 |
|
|
2015
Q2 | $4.25M | Buy |
240,521
+5,055
| +2% | +$89.3K | 2.75% | 11 |
|
|
2015
Q1 | $4.57M | Sell |
235,466
-2,355
| -1% | -$45.7K | 2.95% | 10 |
|
|
2014
Q4 | $4.87M | Sell |
237,821
-7,540
| -3% | -$154K | 3.21% | 6 |
|
|
2014
Q3 | $4.26M | Sell |
245,361
-1,100
| -0.4% | -$19.1K | 2.38% | 11 |
|
|
2014
Q2 | $4.56M | Buy |
+246,461
| New | +$4.56M | 2.5% | 10 |
|
|
2014
Q1 | – | Sell |
-248,605
| Closed | -$4.29M | – | 231 |
|
|
2013
Q4 | $4.29M | Sell |
248,605
-3,685
| -1% | -$63.6K | 2.54% | 8 |
|
|
2013
Q3 | $4.17M | Buy |
252,290
+13,000
| +5% | +$215K | 2.48% | 10 |
|
|
2013
Q2 | $4.11M | Buy |
+239,290
| New | +$4.11M | 2.9% | 5 |
|