CIM
TEF

Calvert Investment Management’s Telefonica TEF Stock Holding History

Calvert Investment 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
2013
Q3 		– Sell
-39,380
Closed -$370K – 344
2013
Q2 		$370K Buy
+39,380
New +$400K 0.05% 233

Other funds holding TEF

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
M2MC
Matthew 25 Management Corp Ambler, Pennsylvania $301M AUM 35.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Calvert Investment Management's TEF Position: Q3 2013 in Review

Calvert Investment Management sold out of Telefonica (TEF) in Q3 2013, closing a stake of 39,380 shares — an estimated $370K sold.

Calvert Investment Management first reported a position in TEF in Q2 2013 and held it in 1 quarter. The position peaked at $370K in Q2 2013. 225 funds tracked by Wall St. Rank hold TEF as of Q3 2013.

  • Calvert Investment Management reported no remaining Telefonica position as of Q3 2013 after selling out during the quarter.
  • Calvert Investment Management sold 39,380 Telefonica shares in Q3 2013, an estimated $370K.
  • Calvert Investment Management first reported a position in Telefonica in Q2 2013 and held it in 1 quarter.
  • Calvert Investment Management's Telefonica position peaked at $370K in Q2 2013.
  • 225 funds tracked by Wall St. Rank held Telefonica as of Q3 2013.

Based on Calvert Investment Management's 13F filing for Q3 2013, filed 3 Oct 2013.