WAM
TE

Wealthspire Advisors (Maryland)’s TECO ENERGY INC TE Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-584
Closed -$16K – 1877
2016
Q2 		$16K Buy
584
+376
+181% +$10.4K ﹤0.01% 1087
2016
Q1 		$6K Sell
208
-16,169
-99% -$441K ﹤0.01% 1322
2015
Q4 		$436K Buy
+16,377
New +$437K 0.08% 179

Other funds holding TE

LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TE Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of TECO ENERGY INC (TE) in Q3 2016, closing a stake of 584 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in TE in Q4 2015 and held it in 3 quarters. The position peaked at $436K in Q4 2015. 1 fund tracked by Wall St. Rank holds TE as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining TECO ENERGY INC position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 584 TECO ENERGY INC shares in Q3 2016, an estimated $16K.
  • Wealthspire Advisors (Maryland) first reported a position in TECO ENERGY INC in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s TECO ENERGY INC position peaked at $436K in Q4 2015.
  • 1 fund tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.