VSR Financial Services’s TECO ENERGY INC TE Stock Holding History

VSR Financial Services’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 Q2	$496K	Sell	17,939 -1,791	-9%	-$49.5K	0.08%	262
2016 Q1	$543K	Buy	19,730 +600	+3%	+$16.4K	0.06%	315
2015 Q4	$510K	Hold	19,130	–	–	0.05%	316
2015 Q3	$502K	Sell	19,130 -200	-1%	-$4.48K	0.06%	307
2015 Q2	$341K	Sell	19,330 -10,540	-35%	-$198K	0.04%	417
2015 Q1	$579K	Sell	29,870 -302	-1%	-$6.1K	0.06%	316
2014 Q4	$618K	Buy	30,172 +10,232	+51%	+$198K	0.07%	290
2014 Q3	$347K	Buy	19,940 +1,000	+5%	+$17.7K	0.04%	415
2014 Q2	$350K	Buy	18,940 +580	+3%	+$10.2K	0.04%	388
2014 Q1	$315K	Sell	18,360 -1,200	-6%	-$20.1K	0.04%	432
2013 Q4	$337K	Buy	19,560 +795	+4%	+$13.6K	0.05%	395
2013 Q3	$310K	Sell	18,765 -1,850	-9%	-$31.5K	0.05%	380
2013 Q2	$354K	Buy	+20,615	New	+$372K	0.07%	329

Other funds holding TE

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return