CT
TEF

Caldwell Trust’s Telefonica TEF Stock Holding History

Caldwell Trust’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
2020
Q3 		– Sell
-2,647
Closed -$10.7K – 763
2020
Q2 		$10.7K Sell
2,647
-110
-4% -$426 ﹤0.01% 630
2020
Q1 		$10.2K Hold
2,757
– – ﹤0.01% 633
2019
Q4 		$15.5K Buy
+2,757
New +$16.7K ﹤0.01% 624

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Caldwell Trust's TEF Position: Q3 2020 in Review

Caldwell Trust sold out of Telefonica (TEF) in Q3 2020, closing a stake of 2,647 shares — an estimated $10.7K sold.

Caldwell Trust first reported a position in TEF in Q4 2019 and held it in 3 quarters. The position peaked at $15.5K in Q4 2019. 158 funds tracked by Wall St. Rank hold TEF as of Q3 2020.

  • Caldwell Trust reported no remaining Telefonica position as of Q3 2020 after selling out during the quarter.
  • Caldwell Trust sold 2,647 Telefonica shares in Q3 2020, an estimated $10.7K.
  • Caldwell Trust first reported a position in Telefonica in Q4 2019 and held it in 3 quarters.
  • Caldwell Trust's Telefonica position peaked at $15.5K in Q4 2019.
  • 158 funds tracked by Wall St. Rank held Telefonica as of Q3 2020.

Based on Caldwell Trust's 13F filing for Q3 2020, filed 2 Oct 2025.