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Capital Directions Investment Advisors’s TE Connectivity TEL Stock Holding History

Capital Directions Investment 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
2020
Q4 		– Sell
-276
Closed -$27K – 200
2020
Q3 		$27K Hold
276
– – 0.01% 137
2020
Q2 		$23K Hold
276
– – 0.01% 148
2020
Q1 		$17K Hold
276
– – 0.01% 175
2019
Q4 		$26K Hold
276
– – 0.01% 173
2019
Q3 		$26K Buy
+276
New +$25.4K 0.01% 171

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Directions Investment Advisors's TEL Position: Q4 2020 in Review

Capital Directions Investment Advisors sold out of TE Connectivity (TEL) in Q4 2020, closing a stake of 276 shares — an estimated $27K sold.

Capital Directions Investment Advisors first reported a position in TEL in Q3 2019 and held it in 5 quarters. The position peaked at $27K in Q3 2020. 757 funds tracked by Wall St. Rank hold TEL as of Q4 2020.

  • Capital Directions Investment Advisors reported no remaining TE Connectivity position as of Q4 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 276 TE Connectivity shares in Q4 2020, an estimated $27K.
  • Capital Directions Investment Advisors first reported a position in TE Connectivity in Q3 2019 and held it in 5 quarters.
  • Capital Directions Investment Advisors's TE Connectivity position peaked at $27K in Q3 2020.
  • 757 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.