WA
TE

WFG Advisors’s TECO ENERGY INC TE Stock Holding History

WFG 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
2015
Q2 		– Sell
-92
Closed -$2K – 1889
2015
Q1 		$2K Sell
92
-999
-92% -$20.2K ﹤0.01% 1593
2014
Q4 		$22K Buy
1,091
+1
+0.1% +$19 ﹤0.01% 1195
2014
Q3 		$19K Buy
1,090
+90
+9% +$1.59K ﹤0.01% 1310
2014
Q2 		$18K Hold
1,000
– – ﹤0.01% 1321
2014
Q1 		$17K Sell
1,000
-162
-14% -$2.71K ﹤0.01% 1318
2013
Q4 		$20K Hold
1,162
– – ﹤0.01% 1356
2013
Q3 		$19K Hold
1,162
– – ﹤0.01% 1307
2013
Q2 		$20K Buy
+1,162
New +$21K ﹤0.01% 1222

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WFG Advisors's TE Position: Q2 2015 in Review

WFG Advisors sold out of TECO ENERGY INC (TE) in Q2 2015, closing a stake of 92 shares — an estimated $2K sold.

WFG Advisors first reported a position in TE in Q2 2013 and held it in 8 quarters. The position peaked at $22K in Q4 2014. 355 funds tracked by Wall St. Rank hold TE as of Q2 2015.

  • WFG Advisors reported no remaining TECO ENERGY INC position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 92 TECO ENERGY INC shares in Q2 2015, an estimated $2K.
  • WFG Advisors first reported a position in TECO ENERGY INC in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's TECO ENERGY INC position peaked at $22K in Q4 2014.
  • 355 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.