TRUE Private Wealth Advisors’s TE Connectivity TEL Stock Holding History

TRUE Private Wealth 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
2020 Q3	–	Sell	-152	Closed	-$12K	–	738
2020 Q2	$12K	Hold	152	–	–	﹤0.01%	467
2020 Q1	$9K	Sell	152 -7,175	-98%	-$613K	﹤0.01%	473
2019 Q4	$702K	Hold	7,327	–	–	0.11%	108
2019 Q3	$682K	Hold	7,327	–	–	0.12%	102
2019 Q2	$701K	Hold	7,327	–	–	0.12%	97
2019 Q1	$591K	Sell	7,327 -62	-0.8%	-$5K	0.11%	100
2018 Q4	$558K	Sell	7,389 -11	-0.1%	-$847	0.1%	128
2018 Q3	$651K	Buy	7,400 +1	+0%	+$92	0.09%	144
2018 Q2	$666K	Hold	7,399	–	–	0.1%	127
2018 Q1	$739K	Hold	7,399	–	–	0.13%	103
2017 Q4	$703K	Hold	7,399	–	–	0.12%	100
2017 Q3	$614K	Hold	7,399	–	–	0.14%	73
2017 Q2	$582K	Buy	7,399 +10	+0.1%	+$765	0.13%	75
2017 Q1	$539K	Sell	7,389 -100	-1%	-$7.36K	0.12%	77
2016 Q4	$558K	Buy	7,489 +130	+2%	+$8.61K	0.14%	76
2016 Q3	$451K	Sell	7,359 -101	-1%	-$6.18K	0.14%	77
2016 Q2	$426K	Buy	7,460 +100	+1%	+$6.02K	0.14%	77
2016 Q1	$456K	Buy	+7,360	New	+$427K	0.18%	67

Other funds holding TEL

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TRUE Private Wealth Advisors's TEL Position: Q3 2020 in Review

TRUE Private Wealth Advisors sold out of TE Connectivity (TEL) in Q3 2020, closing a stake of 152 shares — an estimated $12K sold.

TRUE Private Wealth Advisors first reported a position in TEL in Q1 2016 and held it in 18 quarters. The position peaked at $739K in Q1 2018. 684 funds tracked by Wall St. Rank hold TEL as of Q3 2020.

TRUE Private Wealth Advisors reported no remaining TE Connectivity position as of Q3 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 152 TE Connectivity shares in Q3 2020, an estimated $12K.
TRUE Private Wealth Advisors first reported a position in TE Connectivity in Q1 2016 and held it in 18 quarters.
TRUE Private Wealth Advisors's TE Connectivity position peaked at $739K in Q1 2018.
684 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.