WI
TE

WBI Investments’s TECO ENERGY INC TE Stock Holding History

WBI Investments’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
Q2 		– Sell
-429,038
Closed -$7.36M – 136
2014
Q1 		$7.36M Buy
429,038
+9,210
+2% +$154K 0.32% 80
2013
Q4 		$7.24M Sell
419,828
-1,301
-0.3% -$22.2K 0.32% 72
2013
Q3 		$6.96M Buy
+421,129
New +$7.18M 0.33% 74

Other funds holding TE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

WBI Investments's TE Position: Q2 2014 in Review

WBI Investments sold out of TECO ENERGY INC (TE) in Q2 2014, closing a stake of 429,038 shares — an estimated $7.36M sold.

WBI Investments first reported a position in TE in Q3 2013 and held it in 3 quarters. The position peaked at $7.36M in Q1 2014. 344 funds tracked by Wall St. Rank hold TE as of Q2 2014.

  • WBI Investments reported no remaining TECO ENERGY INC position as of Q2 2014 after selling out during the quarter.
  • WBI Investments sold 429,038 TECO ENERGY INC shares in Q2 2014, an estimated $7.36M.
  • WBI Investments first reported a position in TECO ENERGY INC in Q3 2013 and held it in 3 quarters.
  • WBI Investments's TECO ENERGY INC position peaked at $7.36M in Q1 2014.
  • 344 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q2 2014.

Based on WBI Investments's 13F filing for Q2 2014, filed 12 Aug 2014.