EWM
TEF

Edge Wealth Management’s Telefonica TEF Stock Holding History

Edge 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
2014
Q2 		– Sell
-57
Closed -$1K – 421
2014
Q1 		$1K Buy
+57
New +$656 ﹤0.01% 389
2013
Q4 		– Sell
-57
Closed -$1K – 367
2013
Q3 		$1K Hold
57
– – ﹤0.01% 325
2013
Q2 		$1K Buy
+57
New +$579 ﹤0.01% 312

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M2MC
Matthew 25 Management Corp Ambler, Pennsylvania $301M AUM 35.04% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edge Wealth Management's TEF Position: Q2 2014 in Review

Edge Wealth Management sold out of Telefonica (TEF) in Q2 2014, closing a stake of 57 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in TEF in Q2 2013 and held it in 3 quarters. The position peaked at $1K in Q1 2014. 215 funds tracked by Wall St. Rank hold TEF as of Q2 2014.

  • Edge Wealth Management reported no remaining Telefonica position as of Q2 2014 after selling out during the quarter.
  • Edge Wealth Management sold 57 Telefonica shares in Q2 2014, an estimated $1K.
  • Edge Wealth Management first reported a position in Telefonica in Q2 2013 and held it in 3 quarters.
  • Edge Wealth Management's Telefonica position peaked at $1K in Q1 2014.
  • 215 funds tracked by Wall St. Rank held Telefonica as of Q2 2014.

Based on Edge Wealth Management's 13F filing for Q2 2014, filed 11 Jul 2014.