CWA
TEL icon

Constellation Wealth Advisors’s TE Connectivity TEL Stock Holding History

Constellation 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
2015
Q3 		– Sell
-26,513
Closed -$1.71M – 140
2015
Q2 		$1.71M Buy
26,513
+3,410
+15% +$236K 0.14% 105
2015
Q1 		$1.66M Buy
23,103
+6,883
+42% +$473K 0.15% 98
2014
Q4 		$1.03M Buy
16,220
+4,830
+42% +$291K 0.09% 111
2014
Q3 		$630K Buy
11,390
+8,022
+238% +$499K 0.06% 130
2014
Q2 		$208K Buy
+3,368
New +$202K 0.02% 188

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Constellation Wealth Advisors's TEL Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of TE Connectivity (TEL) in Q3 2015, closing a stake of 26,513 shares — an estimated $1.71M sold.

Constellation Wealth Advisors first reported a position in TEL in Q2 2014 and held it in 5 quarters. The position peaked at $1.71M in Q2 2015. 527 funds tracked by Wall St. Rank hold TEL as of Q3 2015.

  • Constellation Wealth Advisors reported no remaining TE Connectivity position as of Q3 2015 after selling out during the quarter.
  • Constellation Wealth Advisors sold 26,513 TE Connectivity shares in Q3 2015, an estimated $1.71M.
  • Constellation Wealth Advisors first reported a position in TE Connectivity in Q2 2014 and held it in 5 quarters.
  • Constellation Wealth Advisors's TE Connectivity position peaked at $1.71M in Q2 2015.
  • 527 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.