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Aris Wealth Services’s TE Connectivity TEL Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-205
Closed -$13K – 484
2015
Q2 		$13K Sell
205
-500
-71% -$34.6K 0.01% 349
2015
Q1 		$50K Buy
+705
New +$48.4K 0.05% 206

Other funds holding TEL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Aris Wealth Services's TEL Position: Q3 2015 in Review

Aris Wealth Services sold out of TE Connectivity (TEL) in Q3 2015, closing a stake of 205 shares — an estimated $13K sold.

Aris Wealth Services first reported a position in TEL in Q1 2015 and held it in 2 quarters. The position peaked at $50K in Q1 2015. 527 funds tracked by Wall St. Rank hold TEL as of Q3 2015.

  • Aris Wealth Services reported no remaining TE Connectivity position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 205 TE Connectivity shares in Q3 2015, an estimated $13K.
  • Aris Wealth Services first reported a position in TE Connectivity in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's TE Connectivity position peaked at $50K in Q1 2015.
  • 527 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.