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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
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

WFG Advisors's TEL Position: Q2 2017 in Review

WFG Advisors increased its TE Connectivity (TEL) stake by 3.1% in Q2 2017, buying an estimated $383 and bringing the position to 165 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

WFG Advisors first reported a position in TEL in Q2 2013 and has held it in 17 quarters since. The position peaked at $24K in Q2 2013. 630 funds tracked by Wall St. Rank hold TEL as of Q2 2017.

  • WFG Advisors held 165 shares of TE Connectivity worth $13K as of Q2 2017.
  • WFG Advisors bought 5 TE Connectivity shares in Q2 2017, an estimated $383.
  • TE Connectivity made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1068 holding.
  • WFG Advisors first reported a position in TE Connectivity in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's TE Connectivity position peaked at $24K in Q2 2013.
  • 630 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.