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Intercontinental Wealth Advisors’s TE Connectivity TEL Stock Holding History

Intercontinental 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
2018
Q2 		– Sell
-2,681
Closed -$268K – 139
2018
Q1 		$268K Hold
2,681
– – 0.16% 107
2017
Q4 		$255K Sell
2,681
-624
-19% -$57.4K 0.14% 116
2017
Q3 		$275K Buy
3,305
+612
+23% +$49.2K 0.17% 97
2017
Q2 		$212K Buy
+2,693
New +$206K 0.14% 113

Other funds holding TEL

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Intercontinental Wealth Advisors's TEL Position: Q2 2018 in Review

Intercontinental Wealth Advisors sold out of TE Connectivity (TEL) in Q2 2018, closing a stake of 2,681 shares — an estimated $268K sold.

Intercontinental Wealth Advisors first reported a position in TEL in Q2 2017 and held it in 4 quarters. The position peaked at $275K in Q3 2017. 732 funds tracked by Wall St. Rank hold TEL as of Q2 2018.

  • Intercontinental Wealth Advisors reported no remaining TE Connectivity position as of Q2 2018 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 2,681 TE Connectivity shares in Q2 2018, an estimated $268K.
  • Intercontinental Wealth Advisors first reported a position in TE Connectivity in Q2 2017 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's TE Connectivity position peaked at $275K in Q3 2017.
  • 732 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2018.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2018, filed 30 Jul 2018.