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Avantax Planning Partners’s TE Connectivity TEL Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-572
Closed -$50K – 1094
2018
Q3 		$50K Buy
+572
New +$52.6K ﹤0.01% 490
2018
Q2 		– Sell
-89
Closed -$9K – 1340
2018
Q1 		$9K Buy
+89
New +$8.99K ﹤0.01% 1116

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Harris Associates
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BlackRock
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ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Avantax Planning Partners's TEL Position: Q4 2018 in Review

Avantax Planning Partners sold out of TE Connectivity (TEL) in Q4 2018, closing a stake of 572 shares — an estimated $50K sold.

Avantax Planning Partners first reported a position in TEL in Q1 2018 and held it in 2 quarters. The position peaked at $50K in Q3 2018. 700 funds tracked by Wall St. Rank hold TEL as of Q4 2018.

  • Avantax Planning Partners reported no remaining TE Connectivity position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 572 TE Connectivity shares in Q4 2018, an estimated $50K.
  • Avantax Planning Partners first reported a position in TE Connectivity in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's TE Connectivity position peaked at $50K in Q3 2018.
  • 700 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.