FGAM
TEF

Financial Gravity Asset Management’s Telefonica TEF Stock Holding History

Financial Gravity Asset 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
2020
Q2 		– Sell
-26
Closed -$96 – 807
2020
Q1 		$96 Sell
26
-22
-46% -$109 ﹤0.01% 892
2019
Q4 		$7K Hold
48
– – ﹤0.01% 1240
2019
Q3 		$0 Hold
48
– – ﹤0.01% 1540
2019
Q2 		$0 Sell
48
-2
-4% -$13 ﹤0.01% 1648
2019
Q1 		$0 Buy
+50
New +$350 ﹤0.01% 1536
2018
Q3 		$1K Sell
82
-7
-8% -$48 ﹤0.01% 1252
2018
Q2 		$1K Sell
89
-58
-39% -$442 ﹤0.01% 1280
2018
Q1 		$1K Buy
+147
New +$1.17K ﹤0.01% 1264

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Gravity Asset Management's TEF Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Telefonica (TEF) in Q2 2020, closing a stake of 26 shares — an estimated $96 sold.

Financial Gravity Asset Management first reported a position in TEF in Q1 2018 and held it in 8 quarters. The position peaked at $7K in Q4 2019. 172 funds tracked by Wall St. Rank hold TEF as of Q2 2020.

  • Financial Gravity Asset Management reported no remaining Telefonica position as of Q2 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 26 Telefonica shares in Q2 2020, an estimated $96.
  • Financial Gravity Asset Management first reported a position in Telefonica in Q1 2018 and held it in 8 quarters.
  • Financial Gravity Asset Management's Telefonica position peaked at $7K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Telefonica as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.