VSWA
TEL icon

Vontobel Swiss Wealth Advisors’s TE Connectivity TEL Stock Holding History

Vontobel Swiss 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
Q2 		– Sell
-3,525
Closed -$222K – 85
2020
Q1 		$222K Sell
3,525
-4,750
-57% -$406K 0.17% 82
2019
Q4 		$793K Sell
8,275
-9,850
-54% -$912K 0.52% 51
2019
Q3 		$1.69M Sell
18,125
-3,600
-17% -$331K 1.09% 34
2019
Q2 		$2.08M Buy
+21,725
New +$1.96M 1.12% 36

Other funds holding TEL

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
ClearBridge Investments
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's TEL Position: Q2 2020 in Review

Vontobel Swiss Wealth Advisors sold out of TE Connectivity (TEL) in Q2 2020, closing a stake of 3,525 shares — an estimated $222K sold.

Vontobel Swiss Wealth Advisors first reported a position in TEL in Q2 2019 and held it in 4 quarters. The position peaked at $2.08M in Q2 2019. 652 funds tracked by Wall St. Rank hold TEL as of Q2 2020.

  • Vontobel Swiss Wealth Advisors reported no remaining TE Connectivity position as of Q2 2020 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 3,525 TE Connectivity shares in Q2 2020, an estimated $222K.
  • Vontobel Swiss Wealth Advisors first reported a position in TE Connectivity in Q2 2019 and held it in 4 quarters.
  • Vontobel Swiss Wealth Advisors's TE Connectivity position peaked at $2.08M in Q2 2019.
  • 652 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.