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Wealthspire Advisors (Maryland)’s TE Connectivity TEL Stock Holding History

Wealthspire Advisors (Maryland)’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 		$391K Sell
3,998
-213
-5% -$19.6K 0.01% 312
2020
Q2 		$343K Sell
4,211
-1,273
-23% -$95.9K 0.02% 316
2020
Q1 		$345K Sell
5,484
-999
-15% -$85.3K 0.03% 283
2019
Q4 		$621K Buy
6,483
+516
+9% +$47.8K 0.04% 239
2019
Q3 		$556K Sell
5,967
-3
-0.1% -$276 0.04% 242
2019
Q2 		$572K Buy
5,970
+101
+2% +$9.11K 0.04% 237
2019
Q1 		$474K Buy
5,869
+1,297
+28% +$105K 0.04% 261
2018
Q4 		$346K Buy
4,572
+313
+7% +$24.1K 0.03% 290
2018
Q3 		$374K Sell
4,259
-149
-3% -$13.7K 0.03% 302
2018
Q2 		$397K Sell
4,408
-345
-7% -$33K 0.04% 286
2018
Q1 		$475K Sell
4,753
-2,701
-36% -$273K 0.04% 253
2017
Q4 		$708K Buy
7,454
+263
+4% +$24.2K 0.07% 187
2017
Q3 		$597K Buy
7,191
+43
+0.6% +$3.46K 0.07% 211
2017
Q2 		$562K Buy
7,148
+512
+8% +$39.2K 0.07% 202
2017
Q1 		$495K Buy
6,636
+34
+0.5% +$2.5K 0.07% 188
2016
Q4 		$457K Sell
6,602
-3,897
-37% -$258K 0.07% 189
2016
Q3 		$676K Buy
10,499
+4,115
+64% +$252K 0.11% 134
2016
Q2 		$365K Buy
6,384
+663
+12% +$39.9K 0.06% 214
2016
Q1 		$354K Sell
5,721
-647
-10% -$37.6K 0.06% 214
2015
Q4 		$411K Buy
+6,368
New +$411K 0.08% 187

Other funds holding TEL

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TEL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its TE Connectivity (TEL) stake by 5.1% in Q3 2020, selling an estimated $19.6K and leaving 3,998 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #312.

Wealthspire Advisors (Maryland) first reported a position in TEL in Q4 2015 and has held it in 20 quarters since. The position peaked at $708K in Q4 2017. 684 funds tracked by Wall St. Rank hold TEL as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,998 shares of TE Connectivity worth $391K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 213 TE Connectivity shares in Q3 2020, an estimated $19.6K.
  • TE Connectivity made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #312 holding.
  • Wealthspire Advisors (Maryland) first reported a position in TE Connectivity in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s TE Connectivity position peaked at $708K in Q4 2017.
  • 684 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.