WSCM
TE

Wellington Shields Capital Management’s TECO ENERGY INC TE Stock Holding History

Wellington Shields Capital Management’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
Q1 		– Sell
-10,442
Closed -$278K – 342
2015
Q4 		$278K Buy
10,442
+2,008
+24% +$53.6K 0.05% 260
2015
Q3 		$221K Sell
8,434
-28,990
-77% -$649K 0.04% 275
2015
Q2 		$661K Sell
37,424
-789
-2% -$14.8K 0.1% 191
2015
Q1 		$741K Buy
38,213
+10
+0% +$202 0.11% 169
2014
Q4 		$783K Buy
38,203
+22,810
+148% +$441K 0.12% 163
2014
Q3 		$268K Buy
15,393
+2,011
+15% +$35.6K 0.04% 292
2014
Q2 		$247K Buy
13,382
+11
+0.1% +$193 0.04% 311
2014
Q1 		$229K Buy
13,371
+11
+0.1% +$184 0.04% 314
2013
Q4 		$230K Sell
13,360
-25,989
-66% -$444K 0.04% 290
2013
Q3 		$651K Sell
39,349
-9,989
-20% -$170K 0.12% 155
2013
Q2 		$848K Buy
+49,338
New +$891K 0.15% 142

Other funds holding TE

Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return