UMB Bank’s TECO ENERGY INC TE Stock Holding History

UMB Bank’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	-12,411	Closed	-$229K	–	323
2014 Q2	$229K	Sell	12,411 -1,754	-12%	-$30.8K	0.01%	282
2014 Q1	$243K	Buy	+14,165	New	+$237K	0.01%	274

Other funds holding TE

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

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 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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

UMB Bank's TE Position: Q3 2014 in Review

UMB Bank sold out of TECO ENERGY INC (TE) in Q3 2014, closing a stake of 12,411 shares — an estimated $229K sold.

UMB Bank first reported a position in TE in Q1 2014 and held it in 2 quarters. The position peaked at $243K in Q1 2014. 350 funds tracked by Wall St. Rank hold TE as of Q3 2014.

UMB Bank reported no remaining TECO ENERGY INC position as of Q3 2014 after selling out during the quarter.
UMB Bank sold 12,411 TECO ENERGY INC shares in Q3 2014, an estimated $229K.
UMB Bank first reported a position in TECO ENERGY INC in Q1 2014 and held it in 2 quarters.
UMB Bank's TECO ENERGY INC position peaked at $243K in Q1 2014.
350 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2014.

Based on UMB Bank's 13F filing for Q3 2014, filed 21 Oct 2014.