Burt Wealth Advisors’s Telefonica TEF Stock Holding History

Burt 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	-2,584	Closed	-$9K	–	328
2020 Q4	$9K	Sell	2,584 -144	-5%	-$487	﹤0.01%	289
2020 Q3	$8K	Buy	2,728 +108	+4%	+$380	﹤0.01%	293
2020 Q2	$11K	Sell	2,620 -109	-4%	-$422	﹤0.01%	264
2020 Q1	$10K	Hold	2,729	–	–	﹤0.01%	269
2019 Q4	$15K	Hold	2,729	–	–	0.01%	258
2019 Q3	$17K	Hold	2,729	–	–	0.01%	256
2019 Q2	$18K	Hold	2,729	–	–	0.01%	249
2019 Q1	$18K	Hold	2,729	–	–	0.01%	250
2018 Q4	$19K	Hold	2,729	–	–	0.01%	241
2018 Q3	$17K	Hold	2,729	–	–	0.01%	267
2018 Q2	$19K	Hold	2,729	–	–	0.01%	256
2018 Q1	$22K	Hold	2,729	–	–	0.01%	247
2017 Q4	$21K	Buy	+2,729	New	+$22.4K	0.01%	238

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

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

Burt Wealth Advisors sold out of Telefonica (TEF) in Q1 2021, closing a stake of 2,584 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in TEF in Q4 2017 and held it in 13 quarters. The position peaked at $22K in Q1 2018. 186 funds tracked by Wall St. Rank hold TEF as of Q1 2021.

Burt Wealth Advisors reported no remaining Telefonica position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 2,584 Telefonica shares in Q1 2021, an estimated $9K.
Burt Wealth Advisors first reported a position in Telefonica in Q4 2017 and held it in 13 quarters.
Burt Wealth Advisors's Telefonica position peaked at $22K in Q1 2018.
186 funds tracked by Wall St. Rank held Telefonica as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.