EWM
TEF

Elite Wealth Management’s Telefonica TEF Stock Holding History

Elite 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
Q3 		– Sell
-409
Closed -$5K – 705
2014
Q2 		$5K Hold
409
– – 0.01% 311
2014
Q1 		$5K Hold
409
– – ﹤0.01% 280
2013
Q4 		$5K Hold
409
– – ﹤0.01% 482
2013
Q3 		$5K Hold
409
– – ﹤0.01% 352
2013
Q2 		$4K Buy
+409
New +$4.16K 0.01% 260

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Elite Wealth Management's TEF Position: Q3 2014 in Review

Elite Wealth Management sold out of Telefonica (TEF) in Q3 2014, closing a stake of 409 shares — an estimated $5K sold.

Elite Wealth Management first reported a position in TEF in Q2 2013 and held it in 5 quarters. The position peaked at $5K in Q2 2014. 211 funds tracked by Wall St. Rank hold TEF as of Q3 2014.

  • Elite Wealth Management reported no remaining Telefonica position as of Q3 2014 after selling out during the quarter.
  • Elite Wealth Management sold 409 Telefonica shares in Q3 2014, an estimated $5K.
  • Elite Wealth Management first reported a position in Telefonica in Q2 2013 and held it in 5 quarters.
  • Elite Wealth Management's Telefonica position peaked at $5K in Q2 2014.
  • 211 funds tracked by Wall St. Rank held Telefonica as of Q3 2014.

Based on Elite Wealth Management's 13F filing for Q3 2014, filed 23 Nov 2016.