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Cobiz Wealth’s TE Connectivity TEL Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-175
Closed -$8K – 324
2013
Q2 		$8K Buy
+175
New +$7.66K ﹤0.01% 295

Other funds holding TEL

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Cobiz Wealth's TEL Position: Q3 2013 in Review

Cobiz Wealth sold out of TE Connectivity (TEL) in Q3 2013, closing a stake of 175 shares — an estimated $8K sold.

Cobiz Wealth first reported a position in TEL in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 460 funds tracked by Wall St. Rank hold TEL as of Q3 2013.

  • Cobiz Wealth reported no remaining TE Connectivity position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 175 TE Connectivity shares in Q3 2013, an estimated $8K.
  • Cobiz Wealth first reported a position in TE Connectivity in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's TE Connectivity position peaked at $8K in Q2 2013.
  • 460 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.