CWM
TEF

Cornerstone Wealth Management’s Telefonica TEF Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-14,838
Closed -$1.13M – 1057
2018
Q3 		$1.13M Buy
14,838
+11,110
+298% +$76K 0.01% 675
2018
Q2 		$356K Buy
+3,728
New +$28.4K ﹤0.01% 1123

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Cornerstone Wealth Management's TEF Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Telefonica (TEF) in Q4 2018, closing a stake of 14,838 shares — an estimated $1.13M sold.

Cornerstone Wealth Management first reported a position in TEF in Q2 2018 and held it in 2 quarters. The position peaked at $1.13M in Q3 2018. 192 funds tracked by Wall St. Rank hold TEF as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Telefonica position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 14,838 Telefonica shares in Q4 2018, an estimated $1.13M.
  • Cornerstone Wealth Management first reported a position in Telefonica in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Telefonica position peaked at $1.13M in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Telefonica as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.