VAM
TE

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
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return