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Gupta Wealth Management’s TE Connectivity TEL Stock Holding History

Gupta 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
2016
Q1 		$17K Buy
273
+87
+47% +$5.05K ﹤0.01% 713
2015
Q4 		$12K Sell
186
-250
-57% -$16.1K ﹤0.01% 839
2015
Q3 		$26K Buy
436
+250
+134% +$15.2K 0.01% 628
2015
Q2 		$12K Sell
186
-94
-34% -$6.5K ﹤0.01% 860
2015
Q1 		$20K Buy
+280
New +$19.2K 0.01% 606

Other funds holding TEL

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Gupta Wealth Management's TEL Position: Q1 2016 in Review

Gupta Wealth Management increased its TE Connectivity (TEL) stake by 47% in Q1 2016, buying an estimated $5.05K and bringing the position to 273 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Gupta Wealth Management first reported a position in TEL in Q1 2015 and has held it in 5 quarters since. The position peaked at $26K in Q3 2015. 534 funds tracked by Wall St. Rank hold TEL as of Q1 2016.

  • Gupta Wealth Management held 273 shares of TE Connectivity worth $17K as of Q1 2016.
  • Gupta Wealth Management bought 87 TE Connectivity shares in Q1 2016, an estimated $5.05K.
  • TE Connectivity made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #713 holding.
  • Gupta Wealth Management first reported a position in TE Connectivity in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's TE Connectivity position peaked at $26K in Q3 2015.
  • 534 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.