RIA
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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 $182B AUM 14.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 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 $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return