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Polaris Wealth Advisory Group’s TE Connectivity TEL Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-228
Closed -$20K – 424
2018
Q3 		$20K Buy
+228
New +$21K ﹤0.01% 330
2018
Q2 		– Sell
-228
Closed -$23K – 411
2018
Q1 		$23K Buy
+228
New +$23K ﹤0.01% 290

Other funds holding TEL

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
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
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
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

Polaris Wealth Advisory Group's TEL Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of TE Connectivity (TEL) in Q4 2018, closing a stake of 228 shares — an estimated $20K sold.

Polaris Wealth Advisory Group first reported a position in TEL in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 700 funds tracked by Wall St. Rank hold TEL as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining TE Connectivity position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 228 TE Connectivity shares in Q4 2018, an estimated $20K.
  • Polaris Wealth Advisory Group first reported a position in TE Connectivity in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's TE Connectivity position peaked at $23K in Q1 2018.
  • 700 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.