EWM
TEF

Evercore Wealth Management’s Telefonica TEF Stock Holding History

Evercore 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
2015
Q4 		– Sell
-6,190
Closed -$55K – 1063
2015
Q3 		$55K Sell
6,190
-1,362
-18% -$14.5K ﹤0.01% 573
2015
Q2 		$82K Sell
7,552
-96
-1% -$1.06K ﹤0.01% 553
2015
Q1 		$83K Sell
7,648
-1,799
-19% -$19.8K ﹤0.01% 556
2014
Q4 		$101K Sell
9,447
-1,248
-12% -$14K 0.01% 465
2014
Q3 		$120K Sell
10,695
-2,674
-20% -$31.4K 0.01% 485
2014
Q2 		$166K Sell
13,369
-2,194
-14% -$26.7K 0.01% 417
2014
Q1 		$182K Buy
15,563
+237
+2% +$2.73K 0.01% 391
2013
Q4 		$185K Buy
15,326
+6,092
+66% +$73.7K 0.01% 376
2013
Q3 		$106K Buy
9,234
+685
+8% +$7.08K 0.01% 480
2013
Q2 		$80K Buy
+8,549
New +$86.9K ﹤0.01% 512

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
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evercore Wealth Management's TEF Position: Q4 2015 in Review

Evercore Wealth Management sold out of Telefonica (TEF) in Q4 2015, closing a stake of 6,190 shares — an estimated $55K sold.

Evercore Wealth Management first reported a position in TEF in Q2 2013 and held it in 10 quarters. The position peaked at $185K in Q4 2013. 202 funds tracked by Wall St. Rank hold TEF as of Q4 2015.

  • Evercore Wealth Management reported no remaining Telefonica position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 6,190 Telefonica shares in Q4 2015, an estimated $55K.
  • Evercore Wealth Management first reported a position in Telefonica in Q2 2013 and held it in 10 quarters.
  • Evercore Wealth Management's Telefonica position peaked at $185K in Q4 2013.
  • 202 funds tracked by Wall St. Rank held Telefonica as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.