WFG Advisors’s TE Connectivity TEL Stock Holding History

WFG 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
2017 Q2	$13K	Buy	165 +5	+3%	+$383	﹤0.01%	1068
2017 Q1	$12K	Sell	160 -5	-3%	-$368	﹤0.01%	1026
2016 Q4	$11K	Buy	165 +11	+7%	+$729	﹤0.01%	1081
2016 Q3	$10K	Sell	154 -10	-6%	-$612	﹤0.01%	1133
2016 Q2	$9K	Sell	164 -56	-25%	-$3.37K	﹤0.01%	1128
2016 Q1	$14K	Buy	220 +12	+6%	+$697	﹤0.01%	970
2015 Q4	$13K	Buy	208 +17	+9%	+$1.1K	﹤0.01%	1020
2015 Q3	$11K	Hold	191	–	–	﹤0.01%	1073
2015 Q2	$12K	Hold	191	–	–	﹤0.01%	1138
2015 Q1	$14K	Sell	191 -35	-15%	-$2.4K	﹤0.01%	1102
2014 Q4	$14K	Hold	226	–	–	﹤0.01%	1350
2014 Q3	$12K	Buy	226 +5	+2%	+$311	﹤0.01%	1443
2014 Q2	$14K	Hold	221	–	–	﹤0.01%	1394
2014 Q1	$13K	Sell	221 -99	-31%	-$5.68K	﹤0.01%	1399
2013 Q4	$18K	Hold	320	–	–	﹤0.01%	1384
2013 Q3	$17K	Sell	320 -209	-40%	-$10.5K	﹤0.01%	1338
2013 Q2	$24K	Buy	+529	New	+$23.2K	﹤0.01%	1146

Other funds holding TEL

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

Harris Associates

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return