Welch Capital Partners’s TECO ENERGY INC TE Stock Holding History

Welch Capital Partners’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	–	Sell	-23,896	Closed	-$658K	–	43
2016 Q1	$658K	Hold	23,896	–	–	0.24%	31
2015 Q4	$637K	Hold	23,896	–	–	0.21%	30
2015 Q3	$628K	Hold	23,896	–	–	0.21%	30
2015 Q2	$422K	Hold	23,896	–	–	0.13%	36
2015 Q1	$464K	Hold	23,896	–	–	0.15%	32
2014 Q4	$490K	Hold	23,896	–	–	0.16%	33
2014 Q3	$415K	Hold	23,896	–	–	0.14%	35
2014 Q2	$442K	Sell	23,896 -2,500	-9%	-$44K	0.16%	34
2014 Q1	$453K	Hold	26,396	–	–	0.16%	34
2013 Q4	$455K	Hold	26,396	–	–	0.15%	35
2013 Q3	$437K	Sell	26,396 -46,420	-64%	-$791K	0.15%	40
2013 Q2	$1.25M	Buy	+72,816	New	+$1.32M	0.44%	35

Other funds holding TE

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Welch Capital Partners's TE Position: Q2 2016 in Review

Welch Capital Partners sold out of TECO ENERGY INC (TE) in Q2 2016, closing a stake of 23,896 shares — an estimated $658K sold.

Welch Capital Partners first reported a position in TE in Q2 2013 and held it in 12 quarters. The position peaked at $1.25M in Q2 2013. 346 funds tracked by Wall St. Rank hold TE as of Q2 2016.

Welch Capital Partners reported no remaining TECO ENERGY INC position as of Q2 2016 after selling out during the quarter.
Welch Capital Partners sold 23,896 TECO ENERGY INC shares in Q2 2016, an estimated $658K.
Welch Capital Partners first reported a position in TECO ENERGY INC in Q2 2013 and held it in 12 quarters.
Welch Capital Partners's TECO ENERGY INC position peaked at $1.25M in Q2 2013.
346 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q2 2016.

Based on Welch Capital Partners's 13F filing for Q2 2016, filed 9 Aug 2016.