Financial Partners Capital Management’s Telefonica TEF Stock Holding History

Financial Partners Capital 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
2016 Q2	–	Sell	-60,402	Closed	-$522K	–	104
2016 Q1	$522K	Hold	60,402	–	–	0.13%	84
2015 Q4	$519K	Buy	+60,402	New	+$572K	0.12%	96

Other funds holding TEF

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Partners Capital Management's TEF Position: Q2 2016 in Review

Financial Partners Capital Management sold out of Telefonica (TEF) in Q2 2016, closing a stake of 60,402 shares — an estimated $522K sold.

Financial Partners Capital Management first reported a position in TEF in Q4 2015 and held it in 2 quarters. The position peaked at $522K in Q1 2016. 185 funds tracked by Wall St. Rank hold TEF as of Q2 2016.

Financial Partners Capital Management reported no remaining Telefonica position as of Q2 2016 after selling out during the quarter.
Financial Partners Capital Management sold 60,402 Telefonica shares in Q2 2016, an estimated $522K.
Financial Partners Capital Management first reported a position in Telefonica in Q4 2015 and held it in 2 quarters.
Financial Partners Capital Management's Telefonica position peaked at $522K in Q1 2016.
185 funds tracked by Wall St. Rank held Telefonica as of Q2 2016.

Based on Financial Partners Capital Management's 13F filing for Q2 2016, filed 3 Aug 2016.