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Herndon Capital Management’s TE Connectivity TEL Stock Holding History

Herndon Capital 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
Q4 		– Sell
-33
Closed -$2K – 512
2016
Q3 		$2K Hold
33
– – ﹤0.01% 392
2016
Q2 		$2K Buy
+33
New +$1.99K ﹤0.01% 407

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ClearBridge Investments
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State Street
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Boston Partners
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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Herndon Capital Management's TEL Position: Q4 2016 in Review

Herndon Capital Management sold out of TE Connectivity (TEL) in Q4 2016, closing a stake of 33 shares — an estimated $2K sold.

Herndon Capital Management first reported a position in TEL in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 596 funds tracked by Wall St. Rank hold TEL as of Q4 2016.

  • Herndon Capital Management reported no remaining TE Connectivity position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 33 TE Connectivity shares in Q4 2016, an estimated $2K.
  • Herndon Capital Management first reported a position in TE Connectivity in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's TE Connectivity position peaked at $2K in Q3 2016.
  • 596 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.