Stevens First Principles Investment Advisors’s TECO ENERGY INC TE Stock Holding History

Stevens First Principles Investment Advisors’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	-240,521	Closed	-$4.25M	–	250
2015 Q2	$4.25M	Buy	240,521 +5,055	+2%	+$94.7K	2.75%	11
2015 Q1	$4.57M	Sell	235,466 -2,355	-1%	-$47.6K	2.95%	10
2014 Q4	$4.87M	Sell	237,821 -7,540	-3%	-$146K	3.21%	6
2014 Q3	$4.26M	Sell	245,361 -1,100	-0.4%	-$19.5K	2.38%	11
2014 Q2	$4.55M	Buy	+246,461	New	+$4.33M	2.5%	10
2014 Q1	–	Sell	-248,605	Closed	-$4.29M	–	231
2013 Q4	$4.29M	Sell	248,605 -3,685	-1%	-$63K	2.54%	8
2013 Q3	$4.17M	Buy	252,290 +13,000	+5%	+$222K	2.48%	10
2013 Q2	$4.11M	Buy	+239,290	New	+$4.32M	2.9%	5

Other funds holding TE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Stevens First Principles Investment Advisors's TE Position: Q3 2015 in Review

Stevens First Principles Investment Advisors sold out of TECO ENERGY INC (TE) in Q3 2015, closing a stake of 240,521 shares — an estimated $4.25M sold.

Stevens First Principles Investment Advisors first reported a position in TE in Q2 2013 and held it in 8 quarters. The position peaked at $4.87M in Q4 2014. 362 funds tracked by Wall St. Rank hold TE as of Q3 2015.

Stevens First Principles Investment Advisors reported no remaining TECO ENERGY INC position as of Q3 2015 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 240,521 TECO ENERGY INC shares in Q3 2015, an estimated $4.25M.
Stevens First Principles Investment Advisors first reported a position in TECO ENERGY INC in Q2 2013 and held it in 8 quarters.
Stevens First Principles Investment Advisors's TECO ENERGY INC position peaked at $4.87M in Q4 2014.
362 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2015.

Based on Stevens First Principles Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.