AWS
TEF

Aris Wealth Services’s Telefonica TEF Stock Holding History

Aris Wealth Services’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
2015
Q3 		$13K Hold
1,422
– – 0.03% 199
2015
Q2 		$15K Hold
1,422
– – 0.01% 335
2015
Q1 		$15K Buy
+1,422
New +$15.6K 0.01% 331

Other funds holding TEF

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Aris Wealth Services's TEF Position: Q3 2015 in Review

Aris Wealth Services held its Telefonica (TEF) position steady in Q3 2015 at 1,422 shares worth $13K. The position accounts for 0.03% of the portfolio, ranked #199.

Aris Wealth Services first reported a position in TEF in Q1 2015 and has held it in 3 quarters since. The position peaked at $15K in Q2 2015. 199 funds tracked by Wall St. Rank hold TEF as of Q3 2015.

  • Aris Wealth Services held 1,422 shares of Telefonica worth $13K as of Q3 2015.
  • Aris Wealth Services left its Telefonica share count unchanged in Q3 2015.
  • Telefonica made up 0.03% of Aris Wealth Services's portfolio in Q3 2015, its #199 holding.
  • Aris Wealth Services first reported a position in Telefonica in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Telefonica position peaked at $15K in Q2 2015.
  • 199 funds tracked by Wall St. Rank held Telefonica as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.