AG
TEF

Aperio Group’s Telefonica TEF Stock Holding History

Aperio Group’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
2020
Q4 		$14M Buy
3,888,879
+853,275
+28% +$2.88M 0.04% 440
2020
Q3 		$8.79M Sell
3,035,604
-242,959
-7% -$855K 0.03% 518
2020
Q2 		$13.3M Buy
3,278,563
+1,264,107
+63% +$4.9M 0.05% 368
2020
Q1 		$7.44M Buy
2,014,456
+612,887
+44% +$3.03M 0.03% 513
2019
Q4 		$7.89M Buy
1,401,569
+146,923
+12% +$892K 0.03% 577
2019
Q3 		$7.71M Sell
1,254,646
-856,611
-41% -$5.18M 0.03% 556
2019
Q2 		$14.1M Sell
2,111,257
-45,326
-2% -$301K 0.06% 367
2019
Q1 		$14.6M Buy
2,156,583
+61,053
+3% +$427K 0.06% 342
2018
Q4 		$14.3M Buy
2,095,530
+1,083,497
+107% +$7.33M 0.07% 300
2018
Q3 		$6.43M Sell
1,012,033
-10,662
-1% -$72.9K 0.03% 590
2018
Q2 		$7.05M Sell
1,022,695
-592,428
-37% -$4.52M 0.03% 548
2018
Q1 		$12.9M Buy
1,615,123
+503,484
+45% +$4M 0.06% 354
2017
Q4 		$8.7M Sell
1,111,639
-147,780
-12% -$1.21M 0.04% 465
2017
Q3 		$11M Buy
1,259,419
+160,226
+15% +$1.4M 0.06% 365
2017
Q2 		$9.23M Buy
1,099,193
+203,127
+23% +$1.82M 0.06% 397
2017
Q1 		$8.1M Buy
896,066
+342,208
+62% +$2.82M 0.06% 396
2016
Q4 		$4.12M Sell
553,858
-561,240
-50% -$4.1M 0.03% 574
2016
Q3 		$8.73M Buy
1,115,098
+185,608
+20% +$1.44M 0.06% 352
2016
Q2 		$6.85M Sell
929,490
-76,892
-8% -$617K 0.05% 409
2016
Q1 		$8.7M Buy
1,006,382
+343,119
+52% +$2.8M 0.07% 307
2015
Q4 		$5.7M Sell
663,263
-166,704
-20% -$1.58M 0.05% 421
2015
Q3 		$7.54M Sell
829,967
-189,951
-19% -$2.02M 0.08% 311
2015
Q2 		$10.9M Buy
1,019,918
+89,322
+10% +$985K 0.11% 224
2015
Q1 		$10.1M Sell
930,596
-187,179
-17% -$2.06M 0.11% 219
2014
Q4 		$12M Buy
1,117,775
+124,280
+13% +$1.39M 0.15% 165
2014
Q3 		$11.2M Buy
993,495
+31,401
+3% +$369K 0.15% 166
2014
Q2 		$12.1M Buy
962,094
+118,542
+14% +$1.44M 0.18% 146
2014
Q1 		$9.77M Buy
+843,552
New +$9.7M 0.14% 178
2013
Q4 		– Sell
-569,019
Closed -$6.89M – 179
2013
Q3 		$6.46M Buy
569,019
+88,408
+18% +$914K 0.12% 192
2013
Q2 		$4.52M Buy
+480,611
New +$4.88M 0.11% 232

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Aperio Group's TEF Position: Q4 2020 in Review

Aperio Group increased its Telefonica (TEF) stake by 28% in Q4 2020, buying an estimated $2.88M and bringing the position to 3,888,879 shares worth $14M. The position accounts for 0.04% of the portfolio, ranked #440.

Aperio Group first reported a position in TEF in Q2 2013 and has held it in 30 quarters since. The position peaked at $14.6M in Q1 2019. 185 funds tracked by Wall St. Rank hold TEF as of Q4 2020.

  • Aperio Group held 3,888,879 shares of Telefonica worth $14M as of Q4 2020.
  • Aperio Group bought 853,275 Telefonica shares in Q4 2020, an estimated $2.88M.
  • Telefonica made up 0.04% of Aperio Group's portfolio in Q4 2020, its #440 holding.
  • Aperio Group first reported a position in Telefonica in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Telefonica position peaked at $14.6M in Q1 2019.
  • 185 funds tracked by Wall St. Rank held Telefonica as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.