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 $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $564B AUM 30.12% 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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return