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Arete Wealth Advisors’s TE Connectivity TEL Stock Holding History

Arete Wealth 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
2020
Q1 		– Sell
-2,286
Closed -$219K – 406
2019
Q4 		$219K Sell
2,286
-151
-6% -$14K 0.04% 357
2019
Q3 		$227K Buy
+2,437
New +$224K 0.04% 344

Other funds holding TEL

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Arete Wealth Advisors's TEL Position: Q1 2020 in Review

Arete Wealth Advisors sold out of TE Connectivity (TEL) in Q1 2020, closing a stake of 2,286 shares — an estimated $219K sold.

Arete Wealth Advisors first reported a position in TEL in Q3 2019 and held it in 2 quarters. The position peaked at $227K in Q3 2019. 656 funds tracked by Wall St. Rank hold TEL as of Q1 2020.

  • Arete Wealth Advisors reported no remaining TE Connectivity position as of Q1 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,286 TE Connectivity shares in Q1 2020, an estimated $219K.
  • Arete Wealth Advisors first reported a position in TE Connectivity in Q3 2019 and held it in 2 quarters.
  • Arete Wealth Advisors's TE Connectivity position peaked at $227K in Q3 2019.
  • 656 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2020.

Based on Arete Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.