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WealthSource Partners’s TE Connectivity TEL Stock Holding History

WealthSource Partners’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
2019
Q4 		– Sell
-4,008
Closed -$373K – 456
2019
Q3 		$373K Buy
4,008
+915
+30% +$84.2K 0.06% 288
2019
Q2 		$296K Buy
+3,093
New +$279K 0.05% 332

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Harris Associates
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

WealthSource Partners's TEL Position: Q4 2019 in Review

WealthSource Partners sold out of TE Connectivity (TEL) in Q4 2019, closing a stake of 4,008 shares — an estimated $373K sold.

WealthSource Partners first reported a position in TEL in Q2 2019 and held it in 2 quarters. The position peaked at $373K in Q3 2019. 748 funds tracked by Wall St. Rank hold TEL as of Q4 2019.

  • WealthSource Partners reported no remaining TE Connectivity position as of Q4 2019 after selling out during the quarter.
  • WealthSource Partners sold 4,008 TE Connectivity shares in Q4 2019, an estimated $373K.
  • WealthSource Partners first reported a position in TE Connectivity in Q2 2019 and held it in 2 quarters.
  • WealthSource Partners's TE Connectivity position peaked at $373K in Q3 2019.
  • 748 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.