Burt Wealth Advisors’s TE Connectivity TEL Stock Holding History

Burt 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
2021 Q1	–	Sell	-205	Closed	-$25K	–	329
2020 Q4	$25K	Sell	205 -10	-5%	-$1.1K	0.01%	229
2020 Q3	$21K	Buy	215 +10	+5%	+$920	0.01%	238
2020 Q2	$17K	Hold	205	–	–	0.01%	242
2020 Q1	$13K	Hold	205	–	–	0.01%	254
2019 Q4	$20K	Hold	205	–	–	0.01%	243
2019 Q3	$19K	Hold	205	–	–	0.01%	247
2019 Q2	$20K	Hold	205	–	–	0.01%	239
2019 Q1	$17K	Hold	205	–	–	0.01%	255
2018 Q4	$16K	Hold	205	–	–	0.01%	253
2018 Q3	$18K	Hold	205	–	–	0.01%	261
2018 Q2	$18K	Sell	205 -121	-37%	-$11.6K	0.01%	258
2018 Q1	$33K	Hold	326	–	–	0.02%	215
2017 Q4	$31K	Hold	326	–	–	0.02%	218
2017 Q3	$27K	Hold	326	–	–	0.02%	219
2017 Q2	$25K	Hold	326	–	–	0.02%	242
2017 Q1	$24K	Hold	326	–	–	0.02%	217
2016 Q4	$23K	Hold	326	–	–	0.02%	224
2016 Q3	$21K	Hold	326	–	–	0.02%	216
2016 Q2	$18K	Hold	326	–	–	0.02%	230
2016 Q1	$20K	Hold	326	–	–	0.02%	249
2015 Q4	$21K	Hold	326	–	–	0.02%	201
2015 Q3	$19K	Hold	326	–	–	0.02%	188
2015 Q2	$22K	Hold	326	–	–	0.02%	195
2015 Q1	$24K	Hold	326	–	–	0.02%	178
2014 Q4	$22K	Buy	+326	New	+$19.6K	0.02%	184

Other funds holding TEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Burt Wealth Advisors's TEL Position: Q1 2021 in Review

Burt Wealth Advisors sold out of TE Connectivity (TEL) in Q1 2021, closing a stake of 205 shares — an estimated $25K sold.

Burt Wealth Advisors first reported a position in TEL in Q4 2014 and held it in 25 quarters. The position peaked at $33K in Q1 2018. 795 funds tracked by Wall St. Rank hold TEL as of Q1 2021.

Burt Wealth Advisors reported no remaining TE Connectivity position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 205 TE Connectivity shares in Q1 2021, an estimated $25K.
Burt Wealth Advisors first reported a position in TE Connectivity in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's TE Connectivity position peaked at $33K in Q1 2018.
795 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.