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Forvis Mazars Wealth Advisors’s TE Connectivity TEL Stock Holding History

Forvis Mazars 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
2018
Q3 		– Sell
-5,429
Closed -$489K – 245
2018
Q2 		$489K Buy
5,429
+48
+0.9% +$4.6K 0.05% 141
2018
Q1 		$538K Buy
+5,381
New +$544K 0.05% 132

Other funds holding TEL

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TEL Position: Q3 2018 in Review

Forvis Mazars Wealth Advisors sold out of TE Connectivity (TEL) in Q3 2018, closing a stake of 5,429 shares — an estimated $489K sold.

Forvis Mazars Wealth Advisors first reported a position in TEL in Q1 2018 and held it in 2 quarters. The position peaked at $538K in Q1 2018. 731 funds tracked by Wall St. Rank hold TEL as of Q3 2018.

  • Forvis Mazars Wealth Advisors reported no remaining TE Connectivity position as of Q3 2018 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 5,429 TE Connectivity shares in Q3 2018, an estimated $489K.
  • Forvis Mazars Wealth Advisors first reported a position in TE Connectivity in Q1 2018 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's TE Connectivity position peaked at $538K in Q1 2018.
  • 731 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.