Berman Capital Advisors’s Telefonica TEF Stock Holding History

Berman Capital 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 Q3	$17K	Buy	3,892 +173	+5%	+$769	﹤0.01%	1040
2021 Q2	$16K	Sell	3,719 -107	-3%	-$463	﹤0.01%	990
2021 Q1	$15K	Buy	3,826 +103	+3%	+$419	﹤0.01%	904
2020 Q4	$13K	Buy	+3,723	New	+$12.6K	﹤0.01%	831
2020 Q3	–	Sell	-2,525	Closed	-$9K	–	1768
2020 Q2	$9K	Buy	2,525 +1,716	+212%	+$6.65K	﹤0.01%	813
2020 Q1	$2K	Buy	809 +673	+495%	+$3.33K	﹤0.01%	1186
2019 Q4	$0	Buy	+136	New	+$826	﹤0.01%	1540
2019 Q3	–	Sell	-1,193	Closed	-$7K	–	1570
2019 Q2	$7K	Buy	1,193 +693	+139%	+$4.61K	﹤0.01%	876
2019 Q1	$3K	Buy	500 +7	+1%	+$49	﹤0.01%	1030
2018 Q4	$2K	Buy	+493	New	+$3.33K	﹤0.01%	902

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

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

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Berman Capital Advisors's TEF Position: Q3 2021 in Review

Berman Capital Advisors increased its Telefonica (TEF) stake by 4.7% in Q3 2021, buying an estimated $769 and bringing the position to 3,892 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Berman Capital Advisors first reported a position in TEF in Q4 2018 and has held it in 10 quarters since. 215 funds tracked by Wall St. Rank hold TEF as of Q3 2021.

Berman Capital Advisors held 3,892 shares of Telefonica worth $17K as of Q3 2021.
Berman Capital Advisors bought 173 Telefonica shares in Q3 2021, an estimated $769.
Telefonica made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1040 holding.
Berman Capital Advisors first reported a position in Telefonica in Q4 2018 and has held it in 10 quarters since.
215 funds tracked by Wall St. Rank held Telefonica as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.