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Doyle Wealth Management’s TE Connectivity TEL Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-640
Closed -$61K – 704
2019
Q2 		$61K Buy
+640
New +$57.7K 0.01% 327
2019
Q1 		– Sell
-698
Closed -$53K – 691
2018
Q4 		$53K Buy
+698
New +$53.8K 0.01% 345

Other funds holding TEL

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Doyle Wealth Management's TEL Position: Q3 2019 in Review

Doyle Wealth Management sold out of TE Connectivity (TEL) in Q3 2019, closing a stake of 640 shares — an estimated $61K sold.

Doyle Wealth Management first reported a position in TEL in Q4 2018 and held it in 2 quarters. The position peaked at $61K in Q2 2019. 703 funds tracked by Wall St. Rank hold TEL as of Q3 2019.

  • Doyle Wealth Management reported no remaining TE Connectivity position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 640 TE Connectivity shares in Q3 2019, an estimated $61K.
  • Doyle Wealth Management first reported a position in TE Connectivity in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's TE Connectivity position peaked at $61K in Q2 2019.
  • 703 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.