Valley Wealth Managers’s TE Connectivity TEL Stock Holding History

Valley Wealth Managers’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
2017 Q1	–	Sell	-66	Closed	-$5K	–	242
2016 Q4	$5K	Buy	+66	New	+$4.37K	﹤0.01%	194

Other funds holding TEL

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Valley Wealth Managers's TEL Position: Q1 2017 in Review

Valley Wealth Managers sold out of TE Connectivity (TEL) in Q1 2017, closing a stake of 66 shares — an estimated $5K sold.

Valley Wealth Managers first reported a position in TEL in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 626 funds tracked by Wall St. Rank hold TEL as of Q1 2017.

Valley Wealth Managers reported no remaining TE Connectivity position as of Q1 2017 after selling out during the quarter.
Valley Wealth Managers sold 66 TE Connectivity shares in Q1 2017, an estimated $5K.
Valley Wealth Managers first reported a position in TE Connectivity in Q4 2016 and held it in 1 quarter.
Valley Wealth Managers's TE Connectivity position peaked at $5K in Q4 2016.
626 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2017.

Based on Valley Wealth Managers's 13F filing for Q1 2017, filed 12 May 2017.