Winch Advisory Services’s INTEGRYS ENERGY GROUP INC COM (USA) TEG Stock Holding History

Winch Advisory Services’s Portfolio TEG Stock Details TEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-4,863	Closed	-$350K	–	371
2015 Q1	$350K	Buy	+4,863	New	+$372K	0.2%	52
2014 Q4	–	Sell	-4,976	Closed	-$323K	–	230
2014 Q3	$323K	Buy	4,976 +168	+3%	+$11.3K	0.21%	53
2014 Q2	$342K	Buy	4,808 +43	+0.9%	+$2.59K	0.2%	73
2014 Q1	$284K	Buy	+4,765	New	+$264K	0.18%	77

Other funds holding TEG

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

CYG

Clean Yield Group Norwich, Vermont $403M AUM 24.32% 1-Year Est. Return

Winch Advisory Services's TEG Position: Q2 2015 in Review

Winch Advisory Services sold out of INTEGRYS ENERGY GROUP INC COM (USA) (TEG) in Q2 2015, closing a stake of 4,863 shares — an estimated $350K sold.

Winch Advisory Services first reported a position in TEG in Q1 2014 and held it in 4 quarters. The position peaked at $350K in Q1 2015. 33 funds tracked by Wall St. Rank hold TEG as of Q2 2015.

Winch Advisory Services reported no remaining INTEGRYS ENERGY GROUP INC COM (USA) position as of Q2 2015 after selling out during the quarter.
Winch Advisory Services sold 4,863 INTEGRYS ENERGY GROUP INC COM (USA) shares in Q2 2015, an estimated $350K.
Winch Advisory Services first reported a position in INTEGRYS ENERGY GROUP INC COM (USA) in Q1 2014 and held it in 4 quarters.
Winch Advisory Services's INTEGRYS ENERGY GROUP INC COM (USA) position peaked at $350K in Q1 2015.
33 funds tracked by Wall St. Rank held INTEGRYS ENERGY GROUP INC COM (USA) as of Q2 2015.

Based on Winch Advisory Services's 13F filing for Q2 2015, filed 11 Aug 2015.