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McKinley Carter Wealth Services’s TE Connectivity TEL Stock Holding History

McKinley Carter Wealth Services’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
-152
Closed -$15K – 351
2018
Q1 		$15K Buy
+152
New +$15.4K ﹤0.01% 351

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 $3.38T AUM 44.17% 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

McKinley Carter Wealth Services's TEL Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of TE Connectivity (TEL) in Q2 2018, closing a stake of 152 shares — an estimated $15K sold.

McKinley Carter Wealth Services first reported a position in TEL in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 732 funds tracked by Wall St. Rank hold TEL as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining TE Connectivity position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 152 TE Connectivity shares in Q2 2018, an estimated $15K.
  • McKinley Carter Wealth Services first reported a position in TE Connectivity in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's TE Connectivity position peaked at $15K in Q1 2018.
  • 732 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.