Dougherty Wealth Advisers’s TE Connectivity TEL Stock Holding History

Dougherty Wealth Advisers’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 Q1	–	Sell	-464	Closed	-$45K	–	175
2019 Q4	$45K	Hold	464	–	–	0.14%	123
2019 Q3	$43K	Hold	464	–	–	0.14%	116
2019 Q2	$44K	Hold	464	–	–	0.12%	132
2019 Q1	$37K	Hold	464	–	–	0.13%	126
2018 Q4	$38K	Buy	+464	New	+$35.7K	0.13%	128

Other funds holding TEL

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Dougherty Wealth Advisers's TEL Position: Q1 2020 in Review

Dougherty Wealth Advisers sold out of TE Connectivity (TEL) in Q1 2020, closing a stake of 464 shares — an estimated $45K sold.

Dougherty Wealth Advisers first reported a position in TEL in Q4 2018 and held it in 5 quarters. The position peaked at $45K in Q4 2019. 656 funds tracked by Wall St. Rank hold TEL as of Q1 2020.

Dougherty Wealth Advisers reported no remaining TE Connectivity position as of Q1 2020 after selling out during the quarter.
Dougherty Wealth Advisers sold 464 TE Connectivity shares in Q1 2020, an estimated $45K.
Dougherty Wealth Advisers first reported a position in TE Connectivity in Q4 2018 and held it in 5 quarters.
Dougherty Wealth Advisers's TE Connectivity position peaked at $45K in Q4 2019.
656 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2020.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2020, filed 5 May 2020.