WC
TE

Whitnell & Co’s TECO ENERGY INC TE Stock Holding History

Whitnell & Co’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
2013
Q4 		– Sell
-1,000
Closed -$17K – 277
2013
Q3 		$17K Hold
1,000
– – 0.01% 217
2013
Q2 		$17K Buy
+1,000
New +$18.1K 0.01% 245

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 $462B AUM 39.16% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Whitnell & Co's TE Position: Q4 2013 in Review

Whitnell & Co sold out of TECO ENERGY INC (TE) in Q4 2013, closing a stake of 1,000 shares — an estimated $17K sold.

Whitnell & Co first reported a position in TE in Q2 2013 and held it in 2 quarters. The position peaked at $17K in Q3 2013. 340 funds tracked by Wall St. Rank hold TE as of Q4 2013.

  • Whitnell & Co reported no remaining TECO ENERGY INC position as of Q4 2013 after selling out during the quarter.
  • Whitnell & Co sold 1,000 TECO ENERGY INC shares in Q4 2013, an estimated $17K.
  • Whitnell & Co first reported a position in TECO ENERGY INC in Q2 2013 and held it in 2 quarters.
  • Whitnell & Co's TECO ENERGY INC position peaked at $17K in Q3 2013.
  • 340 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q4 2013.

Based on Whitnell & Co's 13F filing for Q4 2013, filed 13 Feb 2014.