UCFA
TE

United Capital Financial Advisors’s TECO ENERGY INC TE Stock Holding History

United Capital Financial Advisors’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
2016
Q3 		– Sell
-7,865
Closed -$220K – 1336
2016
Q2 		$220K Buy
7,865
+285
+4% +$7.88K ﹤0.01% 1146
2016
Q1 		$209K Sell
7,580
-514
-6% -$14K ﹤0.01% 1111
2015
Q4 		$216K Buy
+8,094
New +$216K ﹤0.01% 1113

Other funds holding TE

LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

United Capital Financial Advisors's TE Position: Q3 2016 in Review

United Capital Financial Advisors sold out of TECO ENERGY INC (TE) in Q3 2016, closing a stake of 7,865 shares — an estimated $220K sold.

United Capital Financial Advisors first reported a position in TE in Q4 2015 and held it in 3 quarters. The position peaked at $220K in Q2 2016. 1 fund tracked by Wall St. Rank holds TE as of Q3 2016.

  • United Capital Financial Advisors reported no remaining TECO ENERGY INC position as of Q3 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,865 TECO ENERGY INC shares in Q3 2016, an estimated $220K.
  • United Capital Financial Advisors first reported a position in TECO ENERGY INC in Q4 2015 and held it in 3 quarters.
  • United Capital Financial Advisors's TECO ENERGY INC position peaked at $220K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.