MFW
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Mosaic Family Wealth’s TE Connectivity TEL Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-404
Closed -$33K – 555
2019
Q1 		$33K Hold
404
– – 0.01% 367
2018
Q4 		$31K Buy
404
+91
+29% +$7.01K 0.01% 366
2018
Q3 		$24K Hold
313
– – 0.01% 419
2018
Q2 		$28K Sell
313
-85
-21% -$8.14K 0.01% 408
2018
Q1 		$40K Sell
398
-400
-50% -$40.4K 0.01% 344
2017
Q4 		$76K Sell
798
-1,857
-70% -$171K 0.03% 272
2017
Q3 		$220K Buy
2,655
+9
+0.3% +$724 0.09% 174
2017
Q2 		$208K Hold
2,646
– – 0.09% 173
2017
Q1 		$197K Sell
2,646
-92
-3% -$6.77K 0.09% 174
2016
Q4 		$190K Sell
2,738
-28
-1% -$1.85K 0.09% 170
2016
Q3 		$178K Sell
2,766
-99
-3% -$6.05K 0.08% 176
2016
Q2 		$164K Sell
2,865
-312
-10% -$18.8K 0.08% 178
2016
Q1 		$196K Buy
3,177
+120
+4% +$6.97K 0.09% 145
2015
Q4 		$197K Buy
+3,057
New +$197K 0.09% 142

Other funds holding TEL

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mosaic Family Wealth's TEL Position: Q2 2019 in Review

Mosaic Family Wealth sold out of TE Connectivity (TEL) in Q2 2019, closing a stake of 404 shares — an estimated $33K sold.

Mosaic Family Wealth first reported a position in TEL in Q4 2015 and held it in 14 quarters. The position peaked at $220K in Q3 2017. 724 funds tracked by Wall St. Rank hold TEL as of Q2 2019.

  • Mosaic Family Wealth reported no remaining TE Connectivity position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 404 TE Connectivity shares in Q2 2019, an estimated $33K.
  • Mosaic Family Wealth first reported a position in TE Connectivity in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's TE Connectivity position peaked at $220K in Q3 2017.
  • 724 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.