Visionary Asset Management’s TECO ENERGY INC TE Stock Holding History

Visionary Asset Management’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
2015 Q3	–	Sell	-164,365	Closed	-$2.9M	–	107
2015 Q2	$2.9M	Sell	164,365 -3,108	-2%	-$58.2K	0.97%	48
2015 Q1	$3.25M	Buy	167,473 +2,105	+1%	+$42.5K	1.02%	23
2014 Q4	$3.39M	Buy	165,368 +11,039	+7%	+$213K	1.07%	9
2014 Q3	$2.68M	Buy	154,329 +38,954	+34%	+$689K	0.74%	42
2014 Q2	$2.13M	Buy	115,375 +32,260	+39%	+$567K	0.5%	32
2014 Q1	$1.43M	Buy	83,115 +23,388	+39%	+$391K	0.34%	45
2013 Q4	$1.03M	Buy	59,727 +18,307	+44%	+$313K	0.27%	41
2013 Q3	$706K	Buy	+41,420	New	+$706K	0.23%	41

Other funds holding TE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Visionary Asset Management's TE Position: Q3 2015 in Review

Visionary Asset Management sold out of TECO ENERGY INC (TE) in Q3 2015, closing a stake of 164,365 shares — an estimated $2.9M sold.

Visionary Asset Management first reported a position in TE in Q3 2013 and held it in 8 quarters. The position peaked at $3.39M in Q4 2014. 362 funds tracked by Wall St. Rank hold TE as of Q3 2015.

Visionary Asset Management reported no remaining TECO ENERGY INC position as of Q3 2015 after selling out during the quarter.
Visionary Asset Management sold 164,365 TECO ENERGY INC shares in Q3 2015, an estimated $2.9M.
Visionary Asset Management first reported a position in TECO ENERGY INC in Q3 2013 and held it in 8 quarters.
Visionary Asset Management's TECO ENERGY INC position peaked at $3.39M in Q4 2014.
362 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2015.

Based on Visionary Asset Management's 13F filing for Q3 2015, filed 16 Oct 2015.