BWFA
TEL icon

Baltimore-Washington Financial Advisors’s TE Connectivity TEL Stock Holding History

Baltimore-Washington Financial 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
2015
Q4 		– Sell
-100
Closed -$5K – 239
2015
Q3 		$5K Buy
+100
New +$6.08K ﹤0.01% 226

Other funds holding TEL

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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 $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Baltimore-Washington Financial Advisors's TEL Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of TE Connectivity (TEL) in Q4 2015, closing a stake of 100 shares — an estimated $5K sold.

Baltimore-Washington Financial Advisors first reported a position in TEL in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 550 funds tracked by Wall St. Rank hold TEL as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining TE Connectivity position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 100 TE Connectivity shares in Q4 2015, an estimated $5K.
  • Baltimore-Washington Financial Advisors first reported a position in TE Connectivity in Q3 2015 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's TE Connectivity position peaked at $5K in Q3 2015.
  • 550 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.