Bartlett & Co Wealth Management’s Telefonica TEF Stock Holding History

Bartlett & Co Wealth Management’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 Q4	–	Sell	-3,025	Closed	-$18.6K	–	884
2019 Q3	$18.6K	Buy	+3,025	New	+$18.3K	﹤0.01%	665
2019 Q2	–	Sell	-3,268	Closed	-$22.1K	–	812
2019 Q1	$22.1K	Hold	3,268	–	–	﹤0.01%	510
2018 Q4	$22.9K	Hold	3,268	–	–	﹤0.01%	508
2018 Q3	$20.8K	Sell	3,268 -1,634	-33%	-$11.2K	﹤0.01%	538
2018 Q2	$33.8K	Buy	4,902 +1,634	+50%	+$12.5K	﹤0.01%	467
2018 Q1	$26.1K	Buy	+3,268	New	+$26K	﹤0.01%	501

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

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

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

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

FDCDDQ

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

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

Bartlett & Co Wealth Management's TEF Position: Q4 2019 in Review

Bartlett & Co Wealth Management sold out of Telefonica (TEF) in Q4 2019, closing a stake of 3,025 shares — an estimated $18.6K sold.

Bartlett & Co Wealth Management first reported a position in TEF in Q1 2018 and held it in 6 quarters. The position peaked at $33.8K in Q2 2018. 198 funds tracked by Wall St. Rank hold TEF as of Q4 2019.

Bartlett & Co Wealth Management reported no remaining Telefonica position as of Q4 2019 after selling out during the quarter.
Bartlett & Co Wealth Management sold 3,025 Telefonica shares in Q4 2019, an estimated $18.6K.
Bartlett & Co Wealth Management first reported a position in Telefonica in Q1 2018 and held it in 6 quarters.
Bartlett & Co Wealth Management's Telefonica position peaked at $33.8K in Q2 2018.
198 funds tracked by Wall St. Rank held Telefonica as of Q4 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2024.