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Omnia Family Wealth’s TE Connectivity TEL Stock Holding History

Omnia 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
2018
Q3 		– Sell
-73
Closed -$7K – 588
2018
Q2 		$7K Hold
73
– – ﹤0.01% 283
2018
Q1 		$7K Sell
73
-212
-74% -$21.4K ﹤0.01% 288
2017
Q4 		$27K Buy
285
+212
+290% +$19.5K 0.01% 202
2017
Q3 		$6K Hold
73
– – ﹤0.01% 326
2017
Q2 		$6K Buy
+73
New +$5.59K ﹤0.01% 365

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Omnia Family Wealth's TEL Position: Q3 2018 in Review

Omnia Family Wealth sold out of TE Connectivity (TEL) in Q3 2018, closing a stake of 73 shares — an estimated $7K sold.

Omnia Family Wealth first reported a position in TEL in Q2 2017 and held it in 5 quarters. The position peaked at $27K in Q4 2017. 731 funds tracked by Wall St. Rank hold TEL as of Q3 2018.

  • Omnia Family Wealth reported no remaining TE Connectivity position as of Q3 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 73 TE Connectivity shares in Q3 2018, an estimated $7K.
  • Omnia Family Wealth first reported a position in TE Connectivity in Q2 2017 and held it in 5 quarters.
  • Omnia Family Wealth's TE Connectivity position peaked at $27K in Q4 2017.
  • 731 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2018.

Based on Omnia Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.