EWM
Evercore Wealth Management’s Telefonica TEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,672
| Closed | -$55K | – | 1063 |
|
|
2015
Q3 | $55K | Sell |
4,672
-1,028
| -18% | -$12.1K | ﹤0.01% | 573 |
|
|
2015
Q2 | $82K | Sell |
5,700
-72
| -1% | -$1.04K | ﹤0.01% | 553 |
|
|
2015
Q1 | $83K | Sell |
5,772
-1,358
| -19% | -$19.5K | ﹤0.01% | 556 |
|
|
2014
Q4 | $101K | Sell |
7,130
-718
| -9% | -$10.2K | 0.01% | 465 |
|
|
2014
Q3 | $120K | Sell |
7,848
-1,962
| -20% | -$30K | 0.01% | 485 |
|
|
2014
Q2 | $166K | Sell |
9,810
-1,610
| -14% | -$27.2K | 0.01% | 417 |
|
|
2014
Q1 | $182K | Buy |
11,420
+174
| +2% | +$2.77K | 0.01% | 391 |
|
|
2013
Q4 | $185K | Buy |
11,246
+4,470
| +66% | +$73.5K | 0.01% | 376 |
|
|
2013
Q3 | $106K | Buy |
6,776
+503
| +8% | +$7.87K | 0.01% | 480 |
|
|
2013
Q2 | $80K | Buy |
+6,273
| New | +$80K | ﹤0.01% | 512 |
|