FPFS
TEF

First Personal Financial Services’s Telefonica TEF Stock Holding History

First Personal Financial Services’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
Q2 		– Sell
-97
Closed -$2K – 526
2015
Q1 		$2K Hold
97
– – ﹤0.01% 467
2014
Q4 		$1K Buy
+97
New +$1.09K ﹤0.01% 441

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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

First Personal Financial Services's TEF Position: Q2 2015 in Review

First Personal Financial Services sold out of Telefonica (TEF) in Q2 2015, closing a stake of 97 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in TEF in Q4 2014 and held it in 2 quarters. The position peaked at $2K in Q1 2015. 213 funds tracked by Wall St. Rank hold TEF as of Q2 2015.

  • First Personal Financial Services reported no remaining Telefonica position as of Q2 2015 after selling out during the quarter.
  • First Personal Financial Services sold 97 Telefonica shares in Q2 2015, an estimated $2K.
  • First Personal Financial Services first reported a position in Telefonica in Q4 2014 and held it in 2 quarters.
  • First Personal Financial Services's Telefonica position peaked at $2K in Q1 2015.
  • 213 funds tracked by Wall St. Rank held Telefonica as of Q2 2015.

Based on First Personal Financial Services's 13F filing for Q2 2015, filed 14 Aug 2015.