WA
TE

Waverly Advisors’s TECO ENERGY INC TE Stock Holding History

Waverly 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
2014
Q4 		– Sell
-238
Closed -$4K – 750
2014
Q3 		$4K Hold
238
– – ﹤0.01% 680
2014
Q2 		$4K Sell
238
-1,937
-89% -$34.1K ﹤0.01% 651
2014
Q1 		$37K Buy
2,175
+2,026
+1,360% +$33.9K 0.02% 248
2013
Q4 		$3K Buy
+149
New +$2.55K ﹤0.01% 766

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 $17.6B AUM 34.17% 1-Year Est. Return
State Street
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Waverly Advisors's TE Position: Q4 2014 in Review

Waverly Advisors sold out of TECO ENERGY INC (TE) in Q4 2014, closing a stake of 238 shares — an estimated $4K sold.

Waverly Advisors first reported a position in TE in Q4 2013 and held it in 4 quarters. The position peaked at $37K in Q1 2014. 370 funds tracked by Wall St. Rank hold TE as of Q4 2014.

  • Waverly Advisors reported no remaining TECO ENERGY INC position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 238 TECO ENERGY INC shares in Q4 2014, an estimated $4K.
  • Waverly Advisors first reported a position in TECO ENERGY INC in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's TECO ENERGY INC position peaked at $37K in Q1 2014.
  • 370 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.