USGIU
TE

U.S. Global Investors (USGI)’s TECO ENERGY INC TE Stock Holding History

U.S. Global Investors (USGI)’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
Q4 		– Sell
-10,000
Closed -$174K – 387
2014
Q3 		$174K Hold
10,000
– – 0.05% 211
2014
Q2 		$185K Hold
10,000
– – 0.04% 219
2014
Q1 		$172K Hold
10,000
– – 0.03% 249
2013
Q4 		$172K Hold
10,000
– – 0.03% 261
2013
Q3 		$165K Hold
10,000
– – 0.03% 249
2013
Q2 		$172K Buy
+10,000
New +$181K 0.03% 244

Other funds holding TE

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

U.S. Global Investors (USGI)'s TE Position: Q4 2014 in Review

U.S. Global Investors (USGI) sold out of TECO ENERGY INC (TE) in Q4 2014, closing a stake of 10,000 shares — an estimated $174K sold.

U.S. Global Investors (USGI) first reported a position in TE in Q2 2013 and held it in 6 quarters. The position peaked at $185K in Q2 2014. 370 funds tracked by Wall St. Rank hold TE as of Q4 2014.

  • U.S. Global Investors (USGI) reported no remaining TECO ENERGY INC position as of Q4 2014 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 10,000 TECO ENERGY INC shares in Q4 2014, an estimated $174K.
  • U.S. Global Investors (USGI) first reported a position in TECO ENERGY INC in Q2 2013 and held it in 6 quarters.
  • U.S. Global Investors (USGI)'s TECO ENERGY INC position peaked at $185K in Q2 2014.
  • 370 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2014.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2014, filed 13 Feb 2015.