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Security National Trust’s TE Connectivity TEL Stock Holding History

Security National Trust’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
2014
Q4 		– Sell
-135
Closed -$7K – 520
2014
Q3 		$7K Hold
135
– – ﹤0.01% 444
2014
Q2 		$8K Hold
135
– – ﹤0.01% 432
2014
Q1 		$8K Buy
+135
New +$7.74K ﹤0.01% 430
2013
Q3 		– Sell
-480
Closed -$22K – 556
2013
Q2 		$22K Buy
+480
New +$21K 0.01% 321

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Security National Trust's TEL Position: Q4 2014 in Review

Security National Trust sold out of TE Connectivity (TEL) in Q4 2014, closing a stake of 135 shares — an estimated $7K sold.

Security National Trust first reported a position in TEL in Q2 2013 and held it in 4 quarters. The position peaked at $22K in Q2 2013. 553 funds tracked by Wall St. Rank hold TEL as of Q4 2014.

  • Security National Trust reported no remaining TE Connectivity position as of Q4 2014 after selling out during the quarter.
  • Security National Trust sold 135 TE Connectivity shares in Q4 2014, an estimated $7K.
  • Security National Trust first reported a position in TE Connectivity in Q2 2013 and held it in 4 quarters.
  • Security National Trust's TE Connectivity position peaked at $22K in Q2 2013.
  • 553 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2014.

Based on Security National Trust's 13F filing for Q4 2014, filed 29 Jan 2015.