BDO Wealth Advisors’s Telefonica TEF Stock Holding History

BDO Wealth 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
2021 Q1	–	Sell	-335	Closed	-$1K	–	1267
2020 Q4	$1K	Sell	335 -19	-5%	-$64	﹤0.01%	888
2020 Q3	$1K	Hold	354	–	–	﹤0.01%	826
2020 Q2	$1K	Sell	354 -15	-4%	-$58	﹤0.01%	670
2020 Q1	$1K	Hold	369	–	–	﹤0.01%	724
2019 Q4	$2K	Hold	369	–	–	﹤0.01%	558
2019 Q3	$2K	Hold	369	–	–	﹤0.01%	597
2019 Q2	$2K	Hold	369	–	–	﹤0.01%	587
2019 Q1	$2K	Hold	369	–	–	﹤0.01%	572
2018 Q4	$3K	Sell	369 -338	-48%	-$2.29K	﹤0.01%	478
2018 Q3	$4K	Hold	707	–	–	﹤0.01%	520
2018 Q2	$5K	Buy	707 +338	+92%	+$2.58K	﹤0.01%	512
2018 Q1	$3K	Buy	+369	New	+$2.93K	﹤0.01%	483
2017 Q3	–	Sell	-369	Closed	-$3K	–	535
2017 Q2	$3K	Buy	+369	New	+$3.3K	﹤0.01%	480

Other funds holding TEF

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

PPA

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

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BDO Wealth Advisors's TEF Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Telefonica (TEF) in Q1 2021, closing a stake of 335 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in TEF in Q2 2017 and held it in 13 quarters. The position peaked at $5K in Q2 2018. 186 funds tracked by Wall St. Rank hold TEF as of Q1 2021.

BDO Wealth Advisors reported no remaining Telefonica position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 335 Telefonica shares in Q1 2021, an estimated $1K.
BDO Wealth Advisors first reported a position in Telefonica in Q2 2017 and held it in 13 quarters.
BDO Wealth Advisors's Telefonica position peaked at $5K in Q2 2018.
186 funds tracked by Wall St. Rank held Telefonica as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.