SSG
TE

Summit Securities Group’s TECO ENERGY INC TE Stock Holding History

Summit Securities Group’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
2014
Q3 		– Sell
-3,600
Closed -$67K – 859
2014
Q2 		$67K Buy
+3,600
New +$63.3K 0.02% 277

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Summit Securities Group's TE Position: Q3 2014 in Review

Summit Securities Group sold out of TECO ENERGY INC (TE) in Q3 2014, closing a stake of 3,600 shares — an estimated $67K sold.

Summit Securities Group first reported a position in TE in Q2 2014 and held it in 1 quarter. The position peaked at $67K in Q2 2014. 350 funds tracked by Wall St. Rank hold TE as of Q3 2014.

  • Summit Securities Group reported no remaining TECO ENERGY INC position as of Q3 2014 after selling out during the quarter.
  • Summit Securities Group sold 3,600 TECO ENERGY INC shares in Q3 2014, an estimated $67K.
  • Summit Securities Group first reported a position in TECO ENERGY INC in Q2 2014 and held it in 1 quarter.
  • Summit Securities Group's TECO ENERGY INC position peaked at $67K in Q2 2014.
  • 350 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2014.

Based on Summit Securities Group's 13F filing for Q3 2014, filed 13 Nov 2014.