SC
TE

Stralem & Co’s TECO ENERGY INC TE Stock Holding History

Stralem & Co’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
-104,000
Closed -$1.84M – 59
2015
Q2 		$1.84M Sell
104,000
-176,200
-63% -$3.3M 0.13% 38
2015
Q1 		$5.44M Sell
280,200
-29,600
-10% -$598K 0.3% 36
2014
Q4 		$6.35M Sell
309,800
-80,700
-21% -$1.56M 0.29% 34
2014
Q3 		$6.79M Sell
390,500
-50,200
-11% -$888K 0.27% 34
2014
Q2 		$8.14M Sell
440,700
-125,400
-22% -$2.2M 0.28% 32
2014
Q1 		$9.71M Buy
566,100
+3,900
+0.7% +$65.2K 0.31% 33
2013
Q4 		$9.69M Sell
562,200
-28,100
-5% -$480K 0.29% 33
2013
Q3 		$9.76M Buy
590,300
+329,700
+127% +$5.62M 0.3% 33
2013
Q2 		$4.48M Buy
+260,600
New +$4.71M 0.14% 35

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Stralem & Co's TE Position: Q3 2015 in Review

Stralem & Co sold out of TECO ENERGY INC (TE) in Q3 2015, closing a stake of 104,000 shares — an estimated $1.84M sold.

Stralem & Co first reported a position in TE in Q2 2013 and held it in 9 quarters. The position peaked at $9.76M in Q3 2013. 362 funds tracked by Wall St. Rank hold TE as of Q3 2015.

  • Stralem & Co reported no remaining TECO ENERGY INC position as of Q3 2015 after selling out during the quarter.
  • Stralem & Co sold 104,000 TECO ENERGY INC shares in Q3 2015, an estimated $1.84M.
  • Stralem & Co first reported a position in TECO ENERGY INC in Q2 2013 and held it in 9 quarters.
  • Stralem & Co's TECO ENERGY INC position peaked at $9.76M in Q3 2013.
  • 362 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2015.

Based on Stralem & Co's 13F filing for Q3 2015, filed 15 Oct 2015.