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YorkBridge Wealth Partners’s TE Connectivity TEL Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-1,236
Closed -$118K – 590
2019
Q2 		$118K Buy
1,236
+28
+2% +$2.53K 0.05% 262
2019
Q1 		$98K Sell
1,208
-448
-27% -$36.1K 0.05% 278
2018
Q4 		$125K Buy
1,656
+80
+5% +$6.16K 0.07% 216
2018
Q3 		$137K Sell
1,576
-130
-8% -$12K 0.06% 231
2018
Q2 		$154K Hold
1,706
– – 0.07% 207
2018
Q1 		$169K Sell
1,706
-56
-3% -$5.66K 0.08% 200
2017
Q4 		$174K Sell
1,762
-1,016
-37% -$93.5K 0.08% 190
2017
Q3 		$231K Sell
2,778
-178
-6% -$14.3K 0.12% 158
2017
Q2 		$231K Hold
2,956
– – 0.12% 158
2017
Q1 		$224K Sell
2,956
-415
-12% -$30.5K 0.12% 160
2016
Q4 		$229K Buy
+3,371
New +$223K 0.14% 144

Other funds holding TEL

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

YorkBridge Wealth Partners's TEL Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of TE Connectivity (TEL) in Q3 2019, closing a stake of 1,236 shares — an estimated $118K sold.

YorkBridge Wealth Partners first reported a position in TEL in Q4 2016 and held it in 11 quarters. The position peaked at $231K in Q3 2017. 703 funds tracked by Wall St. Rank hold TEL as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining TE Connectivity position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,236 TE Connectivity shares in Q3 2019, an estimated $118K.
  • YorkBridge Wealth Partners first reported a position in TE Connectivity in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's TE Connectivity position peaked at $231K in Q3 2017.
  • 703 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.