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Whitegate Investment Counselors’s TE Connectivity TEL Stock Holding History

Whitegate Investment Counselors’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 		– Sell
-4,105
Closed -$306K – 176
2017
Q1 		$306K Sell
4,105
-700
-15% -$51.5K 0.07% 148
2016
Q4 		$333K Sell
4,805
-200
-4% -$13.2K 0.09% 129
2016
Q3 		$322K Sell
5,005
-10,210
-67% -$624K 0.09% 129
2016
Q2 		$869K Buy
+15,215
New +$916K 0.24% 90
2014
Q1 		$914K Buy
+14,765
New +$847K 0.25% 89

Other funds holding TEL

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
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 $62.3B AUM 26.25% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Whitegate Investment Counselors's TEL Position: Q2 2017 in Review

Whitegate Investment Counselors sold out of TE Connectivity (TEL) in Q2 2017, closing a stake of 4,105 shares — an estimated $306K sold.

Whitegate Investment Counselors first reported a position in TEL in Q1 2014 and held it in 5 quarters. The position peaked at $914K in Q1 2014. 630 funds tracked by Wall St. Rank hold TEL as of Q2 2017.

  • Whitegate Investment Counselors reported no remaining TE Connectivity position as of Q2 2017 after selling out during the quarter.
  • Whitegate Investment Counselors sold 4,105 TE Connectivity shares in Q2 2017, an estimated $306K.
  • Whitegate Investment Counselors first reported a position in TE Connectivity in Q1 2014 and held it in 5 quarters.
  • Whitegate Investment Counselors's TE Connectivity position peaked at $914K in Q1 2014.
  • 630 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2017.

Based on Whitegate Investment Counselors's 13F filing for Q2 2017, filed 27 Jul 2017.