RIA
TEL icon

Regal Investment Advisors’s TE Connectivity TEL Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-56
Closed -$3K – 810
2015
Q3 		$3K Hold
56
– – ﹤0.01% 901
2015
Q2 		$3K Sell
56
-16
-22% -$1.11K ﹤0.01% 816
2015
Q1 		$5K Buy
72
+30
+71% +$2.06K ﹤0.01% 820
2014
Q4 		$3K Hold
42
– – ﹤0.01% 825
2014
Q3 		$2K Sell
42
-25
-37% -$1.55K ﹤0.01% 889
2014
Q2 		$4K Hold
67
– – ﹤0.01% 792
2014
Q1 		$4K Buy
67
+1
+2% +$57 ﹤0.01% 773
2013
Q4 		$4K Buy
66
+24
+57% +$1.26K ﹤0.01% 707
2013
Q3 		$2K Hold
42
– – ﹤0.01% 808
2013
Q2 		$2K Buy
+42
New +$1.84K ﹤0.01% 808

Other funds holding TEL

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Regal Investment Advisors's TEL Position: Q4 2015 in Review

Regal Investment Advisors sold out of TE Connectivity (TEL) in Q4 2015, closing a stake of 56 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in TEL in Q2 2013 and held it in 10 quarters. The position peaked at $5K in Q1 2015. 550 funds tracked by Wall St. Rank hold TEL as of Q4 2015.

  • Regal Investment Advisors reported no remaining TE Connectivity position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 56 TE Connectivity shares in Q4 2015, an estimated $3K.
  • Regal Investment Advisors first reported a position in TE Connectivity in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's TE Connectivity position peaked at $5K in Q1 2015.
  • 550 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.