Integrated Wealth Management (Palm Desert)’s TE Connectivity TEL Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-268	Closed	-$17K	–	915
2016 Q3	$17K	Sell	268 -33	-11%	-$2.02K	0.01%	648
2016 Q2	$17K	Sell	301 -71	-19%	-$4.27K	0.01%	633
2016 Q1	$23K	Hold	372	–	–	0.01%	532
2015 Q4	$24K	Hold	372	–	–	0.01%	549
2015 Q3	$22K	Hold	372	–	–	0.01%	555
2015 Q2	$24K	Buy	372 +33	+10%	+$2.28K	0.01%	559
2015 Q1	$24K	Buy	+339	New	+$23.3K	0.01%	524

Other funds holding TEL

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s TEL Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of TE Connectivity (TEL) in Q4 2016, closing a stake of 268 shares — an estimated $17K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TEL in Q1 2015 and held it in 7 quarters. The position peaked at $24K in Q4 2015. 596 funds tracked by Wall St. Rank hold TEL as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining TE Connectivity position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 268 TE Connectivity shares in Q4 2016, an estimated $17K.
Integrated Wealth Management (Palm Desert) first reported a position in TE Connectivity in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s TE Connectivity position peaked at $24K in Q4 2015.
596 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.