ERIM
TEF

Eagle Ridge Investment Management’s Telefonica TEF Stock Holding History

Eagle Ridge 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
2018
Q4 		– Sell
-12,760
Closed -$81K – 174
2018
Q3 		$81K Sell
12,760
-523
-4% -$3.58K 0.01% 174
2018
Q2 		$92K Hold
13,283
– – 0.01% 168
2018
Q1 		$106K Sell
13,283
-6
-0% -$48 0.02% 177
2017
Q4 		$104K Hold
13,289
– – 0.02% 171
2017
Q3 		$116K Sell
13,289
-263
-2% -$2.31K 0.02% 166
2017
Q2 		$114K Buy
+13,552
New +$121K 0.02% 135

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 $6.48B AUM 18.36% 1-Year Est. Return
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

Eagle Ridge Investment Management's TEF Position: Q4 2018 in Review

Eagle Ridge Investment Management sold out of Telefonica (TEF) in Q4 2018, closing a stake of 12,760 shares — an estimated $81K sold.

Eagle Ridge Investment Management first reported a position in TEF in Q2 2017 and held it in 6 quarters. The position peaked at $116K in Q3 2017. 192 funds tracked by Wall St. Rank hold TEF as of Q4 2018.

  • Eagle Ridge Investment Management reported no remaining Telefonica position as of Q4 2018 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 12,760 Telefonica shares in Q4 2018, an estimated $81K.
  • Eagle Ridge Investment Management first reported a position in Telefonica in Q2 2017 and held it in 6 quarters.
  • Eagle Ridge Investment Management's Telefonica position peaked at $116K in Q3 2017.
  • 192 funds tracked by Wall St. Rank held Telefonica as of Q4 2018.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.