AWM
TEL icon

Alterna Wealth Management’s TE Connectivity TEL Stock Holding History

Alterna Wealth Management’s Portfolio TEL Stock Details TEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,230
Closed -$333K – 305
2018
Q4 		$333K Buy
+4,230
New +$326K 0.05% 234

Other funds holding TEL

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alterna Wealth Management's TEL Position: Q1 2019 in Review

Alterna Wealth Management sold out of TE Connectivity (TEL) in Q1 2019, closing a stake of 4,230 shares — an estimated $333K sold.

Alterna Wealth Management first reported a position in TEL in Q4 2018 and held it in 1 quarter. The position peaked at $333K in Q4 2018. 723 funds tracked by Wall St. Rank hold TEL as of Q1 2019.

  • Alterna Wealth Management reported no remaining TE Connectivity position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 4,230 TE Connectivity shares in Q1 2019, an estimated $333K.
  • Alterna Wealth Management first reported a position in TE Connectivity in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's TE Connectivity position peaked at $333K in Q4 2018.
  • 723 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.