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Genesis Wealth Advisors’s TE Connectivity TEL Stock Holding History

Genesis 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
2015
Q2 		$707 Hold
11
– – ﹤0.01% 480
2015
Q1 		$781 Hold
11
– – ﹤0.01% 433
2014
Q4 		$793 Buy
+11
New +$662 ﹤0.01% 462

Other funds holding TEL

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Genesis Wealth Advisors's TEL Position: Q2 2015 in Review

Genesis Wealth Advisors held its TE Connectivity (TEL) position steady in Q2 2015 at 11 shares worth $707. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Genesis Wealth Advisors first reported a position in TEL in Q4 2014 and has held it in 3 quarters since. The position peaked at $793 in Q4 2014. 563 funds tracked by Wall St. Rank hold TEL as of Q2 2015.

  • Genesis Wealth Advisors held 11 shares of TE Connectivity worth $707 as of Q2 2015.
  • Genesis Wealth Advisors left its TE Connectivity share count unchanged in Q2 2015.
  • TE Connectivity made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #480 holding.
  • Genesis Wealth Advisors first reported a position in TE Connectivity in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's TE Connectivity position peaked at $793 in Q4 2014.
  • 563 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.