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Biltmore Wealth Management’s TE Connectivity TEL Stock Holding History

Biltmore Wealth Management’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
2019
Q4 		– Sell
-3,659
Closed -$341K – 51
2019
Q3 		$341K Buy
3,659
+144
+4% +$13.3K 0.17% 42
2019
Q2 		$337K Sell
3,515
-1,648
-32% -$149K 0.17% 41
2019
Q1 		$417K Buy
+5,163
New +$417K 0.22% 40

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Biltmore Wealth Management's TEL Position: Q4 2019 in Review

Biltmore Wealth Management sold out of TE Connectivity (TEL) in Q4 2019, closing a stake of 3,659 shares — an estimated $341K sold.

Biltmore Wealth Management first reported a position in TEL in Q1 2019 and held it in 3 quarters. The position peaked at $417K in Q1 2019. 748 funds tracked by Wall St. Rank hold TEL as of Q4 2019.

  • Biltmore Wealth Management reported no remaining TE Connectivity position as of Q4 2019 after selling out during the quarter.
  • Biltmore Wealth Management sold 3,659 TE Connectivity shares in Q4 2019, an estimated $341K.
  • Biltmore Wealth Management first reported a position in TE Connectivity in Q1 2019 and held it in 3 quarters.
  • Biltmore Wealth Management's TE Connectivity position peaked at $417K in Q1 2019.
  • 748 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2019.

Based on Biltmore Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.