EWA
TEL icon

Evolution Wealth Advisors’s TE Connectivity TEL Stock Holding History

Evolution 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
2020
Q1 		– Sell
-47
Closed -$5K – 620
2019
Q4 		$5K Buy
+47
New +$4.35K ﹤0.01% 412

Other funds holding TEL

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Evolution Wealth Advisors's TEL Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of TE Connectivity (TEL) in Q1 2020, closing a stake of 47 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in TEL in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 657 funds tracked by Wall St. Rank hold TEL as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining TE Connectivity position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 47 TE Connectivity shares in Q1 2020, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in TE Connectivity in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's TE Connectivity position peaked at $5K in Q4 2019.
  • 657 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.