WJA
TE

Williams Jones & Associates’s TECO ENERGY INC TE Stock Holding History

Williams Jones & Associates’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
Q3 		– Sell
-10,400
Closed -$184K – 393
2015
Q2 		$184K Sell
10,400
-1,000
-9% -$18.7K 0.01% 354
2015
Q1 		$221K Hold
11,400
– – 0.01% 334
2014
Q4 		$234K Buy
11,400
+1,800
+19% +$34.8K 0.01% 335
2014
Q3 		$167K Hold
9,600
– – 0.01% 316
2014
Q2 		$177K Sell
9,600
-13,200
-58% -$232K 0.01% 322
2014
Q1 		$391K Buy
22,800
+13,200
+138% +$221K 0.01% 332
2013
Q4 		$166K Hold
9,600
– – 0.01% 303
2013
Q3 		$159K Sell
9,600
-2,300
-19% -$39.2K 0.01% 309
2013
Q2 		$205K Buy
+11,900
New +$215K 0.01% 308

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Williams Jones & Associates's TE Position: Q3 2015 in Review

Williams Jones & Associates sold out of TECO ENERGY INC (TE) in Q3 2015, closing a stake of 10,400 shares — an estimated $184K sold.

Williams Jones & Associates first reported a position in TE in Q2 2013 and held it in 9 quarters. The position peaked at $391K in Q1 2014. 362 funds tracked by Wall St. Rank hold TE as of Q3 2015.

  • Williams Jones & Associates reported no remaining TECO ENERGY INC position as of Q3 2015 after selling out during the quarter.
  • Williams Jones & Associates sold 10,400 TECO ENERGY INC shares in Q3 2015, an estimated $184K.
  • Williams Jones & Associates first reported a position in TECO ENERGY INC in Q2 2013 and held it in 9 quarters.
  • Williams Jones & Associates's TECO ENERGY INC position peaked at $391K in Q1 2014.
  • 362 funds tracked by Wall St. Rank held TECO ENERGY INC as of Q3 2015.

Based on Williams Jones & Associates's 13F filing for Q3 2015, filed 16 Nov 2015.