WWM
TE

Willingdon Wealth Management’s TECO ENERGY INC TE Stock Holding History

Willingdon Wealth Management’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
-47,067
Closed -$838K – 90
2015
Q2 		$838K Sell
47,067
-1,176
-2% -$22K 0.8% 58
2015
Q1 		$936K Sell
48,243
-5,383
-10% -$109K 0.78% 56
2014
Q4 		$1.1M Sell
53,626
-1,761
-3% -$34K 0.69% 64
2014
Q3 		$963K Buy
55,387
+4,090
+8% +$72.4K 0.63% 69
2014
Q2 		$948K Buy
+51,297
New +$902K 0.66% 63

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