WC
TE

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

Whitney & 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
2016
Q1 		– Sell
-91,435
Closed -$2.44M – 107
2015
Q4 		$2.44M Sell
91,435
-6,700
-7% -$179K 1.06% 43
2015
Q3 		$2.58M Sell
98,135
-1,600
-2% -$35.8K 1.17% 38
2015
Q2 		$1.76M Buy
99,735
+2,550
+3% +$47.8K 0.77% 52
2015
Q1 		$1.89M Sell
97,185
-2,200
-2% -$44.4K 0.84% 49
2014
Q4 		$2.04M Buy
99,385
+2,100
+2% +$40.6K 0.91% 46
2014
Q3 		$1.69M Buy
97,285
+300
+0.3% +$5.31K 0.78% 54
2014
Q2 		$1.79M Buy
96,985
+1,400
+1% +$24.6K 0.83% 52
2014
Q1 		$1.64M Buy
95,585
+12,075
+14% +$202K 0.83% 51
2013
Q4 		$1.44M Buy
83,510
+22,410
+37% +$383K 0.79% 49
2013
Q3 		$1.01M Buy
61,100
+18,900
+45% +$322K 0.71% 49
2013
Q2 		$725K Buy
+42,200
New +$762K 0.53% 56

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whitney & Co's TE Position: Q1 2016 in Review

Whitney & Co sold out of TECO ENERGY INC (TE) in Q1 2016, closing a stake of 91,435 shares — an estimated $2.44M sold.

Whitney & Co first reported a position in TE in Q2 2013 and held it in 11 quarters. The position peaked at $2.58M in Q3 2015. 368 funds tracked by Wall St. Rank hold TE as of Q1 2016.

  • Whitney & Co reported no remaining TECO ENERGY INC position as of Q1 2016 after selling out during the quarter.
  • Whitney & Co sold 91,435 TECO ENERGY INC shares in Q1 2016, an estimated $2.44M.
  • Whitney & Co first reported a position in TECO ENERGY INC in Q2 2013 and held it in 11 quarters.
  • Whitney & Co's TECO ENERGY INC position peaked at $2.58M in Q3 2015.
  • 368 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q1 2016.

Based on Whitney & Co's 13F filing for Q1 2016, filed 14 Apr 2016.