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CapWealth Advisors’s TE Connectivity TEL Stock Holding History

CapWealth 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
2014
Q2 		– Sell
-50
Closed -$3K – 385
2014
Q1 		$3K Hold
50
– – ﹤0.01% 335
2013
Q4 		$3K Hold
50
– – ﹤0.01% 337
2013
Q3 		$3K Hold
50
– – ﹤0.01% 400
2013
Q2 		$2K Buy
+50
New +$2.19K ﹤0.01% 397

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

CapWealth Advisors's TEL Position: Q2 2014 in Review

CapWealth Advisors sold out of TE Connectivity (TEL) in Q2 2014, closing a stake of 50 shares — an estimated $3K sold.

CapWealth Advisors first reported a position in TEL in Q2 2013 and held it in 4 quarters. The position peaked at $3K in Q1 2014. 531 funds tracked by Wall St. Rank hold TEL as of Q2 2014.

  • CapWealth Advisors reported no remaining TE Connectivity position as of Q2 2014 after selling out during the quarter.
  • CapWealth Advisors sold 50 TE Connectivity shares in Q2 2014, an estimated $3K.
  • CapWealth Advisors first reported a position in TE Connectivity in Q2 2013 and held it in 4 quarters.
  • CapWealth Advisors's TE Connectivity position peaked at $3K in Q1 2014.
  • 531 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2014.

Based on CapWealth Advisors's 13F filing for Q2 2014, filed 8 Aug 2014.