Alera Investment Advisors’s Telefonica TEF Stock Holding History

Alera Investment Advisors’s Portfolio TEF Stock Details TEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,665	Closed	-$11K	–	898
2019 Q1	$11K	Hold	1,665	–	–	0.01%	458
2018 Q4	$11K	Buy	+1,665	New	+$11.3K	0.01%	415

Other funds holding TEF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alera Investment Advisors's TEF Position: Q2 2019 in Review

Alera Investment Advisors sold out of Telefonica (TEF) in Q2 2019, closing a stake of 1,665 shares — an estimated $11K sold.

Alera Investment Advisors first reported a position in TEF in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 195 funds tracked by Wall St. Rank hold TEF as of Q2 2019.

Alera Investment Advisors reported no remaining Telefonica position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 1,665 Telefonica shares in Q2 2019, an estimated $11K.
Alera Investment Advisors first reported a position in Telefonica in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's Telefonica position peaked at $11K in Q1 2019.
195 funds tracked by Wall St. Rank held Telefonica as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.