EWM
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Edge Wealth Management’s TE Connectivity TEL Stock Holding History

Edge 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
2014
Q1 		– Sell
-30
Closed -$2K – 431
2013
Q4 		$2K Sell
30
-30
-50% -$1.58K ﹤0.01% 326
2013
Q3 		$3K Buy
+60
New +$3K ﹤0.01% 292

Other funds holding TEL

Dodge & Cox
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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $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

Edge Wealth Management's TEL Position: Q1 2014 in Review

Edge Wealth Management sold out of TE Connectivity (TEL) in Q1 2014, closing a stake of 30 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in TEL in Q3 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 518 funds tracked by Wall St. Rank hold TEL as of Q1 2014.

  • Edge Wealth Management reported no remaining TE Connectivity position as of Q1 2014 after selling out during the quarter.
  • Edge Wealth Management sold 30 TE Connectivity shares in Q1 2014, an estimated $2K.
  • Edge Wealth Management first reported a position in TE Connectivity in Q3 2013 and held it in 2 quarters.
  • Edge Wealth Management's TE Connectivity position peaked at $3K in Q3 2013.
  • 518 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2014.

Based on Edge Wealth Management's 13F filing for Q1 2014, filed 8 Apr 2014.