Baldwin Wealth Partners’s Telefonica TEF Stock Holding History

Baldwin Wealth Partners’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
2017 Q4	–	Sell	-353	Closed	-$3K	–	502
2017 Q3	$3K	Buy	+353	New	+$3.1K	﹤0.01%	459

Other funds holding TEF

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PPA

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

FDCDDQ

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baldwin Wealth Partners's TEF Position: Q4 2017 in Review

Baldwin Wealth Partners sold out of Telefonica (TEF) in Q4 2017, closing a stake of 353 shares — an estimated $3K sold.

Baldwin Wealth Partners first reported a position in TEF in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 200 funds tracked by Wall St. Rank hold TEF as of Q4 2017.

Baldwin Wealth Partners reported no remaining Telefonica position as of Q4 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 353 Telefonica shares in Q4 2017, an estimated $3K.
Baldwin Wealth Partners first reported a position in Telefonica in Q3 2017 and held it in 1 quarter.
Baldwin Wealth Partners's Telefonica position peaked at $3K in Q3 2017.
200 funds tracked by Wall St. Rank held Telefonica as of Q4 2017.

Based on Baldwin Wealth Partners's 13F filing for Q4 2017, filed 24 Jan 2018.