Apriem Advisors’s TE Connectivity TEL Stock Holding History

Apriem Advisors’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
2017 Q2	–	Sell	-38	Closed	-$3K	–	495
2017 Q1	$3K	Hold	38	–	–	﹤0.01%	566
2016 Q4	$3K	Hold	38	–	–	﹤0.01%	595
2016 Q3	$2K	Hold	38	–	–	﹤0.01%	549
2016 Q2	$2K	Hold	38	–	–	﹤0.01%	542
2016 Q1	$2K	Hold	38	–	–	﹤0.01%	527
2015 Q4	$2K	Hold	38	–	–	﹤0.01%	502
2015 Q3	$2K	Sell	38 -300	-89%	-$18.3K	﹤0.01%	478
2015 Q2	$22K	Buy	338 +300	+789%	+$20.7K	0.01%	311
2015 Q1	$3K	Hold	38	–	–	﹤0.01%	507
2014 Q4	$2K	Hold	38	–	–	﹤0.01%	486
2014 Q3	$2K	Hold	38	–	–	﹤0.01%	488
2014 Q2	$2K	Hold	38	–	–	﹤0.01%	443
2014 Q1	$2K	Hold	38	–	–	﹤0.01%	457
2013 Q4	$2K	Hold	38	–	–	﹤0.01%	469
2013 Q3	$2K	Hold	38	–	–	﹤0.01%	457
2013 Q2	$2K	Buy	+38	New	+$1.66K	﹤0.01%	431

Other funds holding TEL

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return