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WESPAC Advisors SoCal’s TE Connectivity TEL Stock Holding History

WESPAC Advisors SoCal’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
Q4 		– Sell
-129
Closed -$10K – 286
2017
Q3 		$10K Buy
+129
New +$10.4K 0.01% 202
2017
Q1 		– Sell
-75
Closed -$5.2K – 259
2016
Q4 		$5.2K Hold
75
– – ﹤0.01% 210
2016
Q3 		$4.83K Buy
+75
New +$4.59K ﹤0.01% 224

Other funds holding TEL

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

WESPAC Advisors SoCal's TEL Position: Q4 2017 in Review

WESPAC Advisors SoCal sold out of TE Connectivity (TEL) in Q4 2017, closing a stake of 129 shares — an estimated $10K sold.

WESPAC Advisors SoCal first reported a position in TEL in Q3 2016 and held it in 3 quarters. The position peaked at $10K in Q3 2017. 735 funds tracked by Wall St. Rank hold TEL as of Q4 2017.

  • WESPAC Advisors SoCal reported no remaining TE Connectivity position as of Q4 2017 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 129 TE Connectivity shares in Q4 2017, an estimated $10K.
  • WESPAC Advisors SoCal first reported a position in TE Connectivity in Q3 2016 and held it in 3 quarters.
  • WESPAC Advisors SoCal's TE Connectivity position peaked at $10K in Q3 2017.
  • 735 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2017.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2017, filed 13 Feb 2018.