U
TE

UBS’s TECO ENERGY INC TE Stock Holding History

UBS’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 		$3.15M Buy
181,090
+80,092
+79% +$1.42M ﹤0.01% 2475
2014
Q2 		$1.87M Buy
100,998
+9,390
+10% +$165K ﹤0.01% 2931
2014
Q1 		$1.57M Buy
91,608
+38,432
+72% +$642K ﹤0.01% 3021
2013
Q4 		$917K Sell
53,176
-42,820
-45% -$732K ﹤0.01% 3640
2013
Q3 		$1.59M Buy
95,996
+23,082
+32% +$394K ﹤0.01% 2840
2013
Q2 		$1.25M Buy
+72,914
New +$1.32M ﹤0.01% 3069

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 $408B AUM 30.18% 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 $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

UBS's TE Position: Q3 2014 in Review

UBS increased its TECO ENERGY INC (TE) stake by 79% in Q3 2014, buying an estimated $1.42M and bringing the position to 181,090 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

UBS first reported a position in TE in Q2 2013 and has held it in 6 quarters since. 350 funds tracked by Wall St. Rank hold TE as of Q3 2014.

  • UBS held 181,090 shares of TECO ENERGY INC worth $3.15M as of Q3 2014.
  • UBS bought 80,092 TECO ENERGY INC shares in Q3 2014, an estimated $1.42M.
  • TECO ENERGY INC made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2475 holding.
  • UBS first reported a position in TECO ENERGY INC in Q2 2013 and has held it in 6 quarters since.
  • 350 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.