Joel Isaacson & Co’s TE Connectivity TEL Stock Holding History

Joel Isaacson & Co’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
2017 Q1	–	Sell	-104	Closed	-$7K	–	491
2016 Q4	$7K	Hold	104	–	–	﹤0.01%	542
2016 Q3	$7K	Hold	104	–	–	﹤0.01%	587
2016 Q2	$6K	Hold	104	–	–	﹤0.01%	604
2016 Q1	$6K	Hold	104	–	–	﹤0.01%	638
2015 Q4	$7K	Hold	104	–	–	﹤0.01%	595
2015 Q3	$6K	Hold	104	–	–	﹤0.01%	617
2015 Q2	$7K	Hold	104	–	–	﹤0.01%	636
2015 Q1	$7K	Buy	+104	New	+$7.14K	﹤0.01%	592

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Joel Isaacson & Co's TEL Position: Q1 2017 in Review

Joel Isaacson & Co sold out of TE Connectivity (TEL) in Q1 2017, closing a stake of 104 shares — an estimated $7K sold.

Joel Isaacson & Co first reported a position in TEL in Q1 2015 and held it in 8 quarters. The position peaked at $7K in Q4 2016. 626 funds tracked by Wall St. Rank hold TEL as of Q1 2017.

Joel Isaacson & Co reported no remaining TE Connectivity position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 104 TE Connectivity shares in Q1 2017, an estimated $7K.
Joel Isaacson & Co first reported a position in TE Connectivity in Q1 2015 and held it in 8 quarters.
Joel Isaacson & Co's TE Connectivity position peaked at $7K in Q4 2016.
626 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.