West Oak Capital’s TE Connectivity TEL Stock Holding History

West Oak Capital’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 Q1	–	Sell	-55	Closed	-$4.16K	–	323
2018 Q4	$4.16K	Hold	55	–	–	﹤0.01%	282
2018 Q3	$4.84K	Buy	+55	New	+$5.06K	﹤0.01%	301
2017 Q1	–	Sell	-600	Closed	-$41.6K	–	385
2016 Q4	$41.6K	Sell	600 -82	-12%	-$5.43K	0.03%	194
2016 Q3	$43.9K	Buy	682 +82	+14%	+$5.01K	0.03%	186
2016 Q2	$34.3K	Hold	600	–	–	0.02%	189
2016 Q1	$37.2K	Hold	600	–	–	0.03%	157
2015 Q4	$38.8K	Hold	600	–	–	0.03%	162
2015 Q3	$35.9K	Hold	600	–	–	0.03%	162
2015 Q2	$38.6K	Hold	600	–	–	0.03%	161
2015 Q1	$43K	Hold	600	–	–	0.03%	159
2014 Q4	$38K	Hold	600	–	–	0.03%	163
2014 Q3	$33.2K	Hold	600	–	–	0.02%	158
2014 Q2	$37.1K	Hold	600	–	–	0.03%	153
2014 Q1	$36.1K	Hold	600	–	–	0.03%	155
2013 Q4	$33.1K	Hold	600	–	–	0.02%	164
2013 Q3	$31.1K	Hold	600	–	–	0.02%	160
2013 Q2	$27.3K	Buy	+600	New	+$26.3K	0.02%	165

Other funds holding TEL

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

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

ClearBridge Investments

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return