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Gary Goldberg Planning Services’s TE Connectivity TEL Stock Holding History

Gary Goldberg Planning Services’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
Q4 		$4K Hold
58
– – ﹤0.01% 412
2014
Q3 		$3K Buy
+58
New +$3.61K ﹤0.01% 444

Other funds holding TEL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Gary Goldberg Planning Services's TEL Position: Q4 2014 in Review

Gary Goldberg Planning Services held its TE Connectivity (TEL) position steady in Q4 2014 at 58 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Gary Goldberg Planning Services first reported a position in TEL in Q3 2014 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold TEL as of Q4 2014.

  • Gary Goldberg Planning Services held 58 shares of TE Connectivity worth $4K as of Q4 2014.
  • Gary Goldberg Planning Services left its TE Connectivity share count unchanged in Q4 2014.
  • TE Connectivity made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #412 holding.
  • Gary Goldberg Planning Services first reported a position in TE Connectivity in Q3 2014 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.