Fortis Advisors’s Telefonica TEF Stock Holding History

Fortis Advisors’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 Q1	–	Sell	-53	Closed	–	–	381
2019 Q4	$0	Buy	+53	New	+$322	﹤0.01%	329
2019 Q3	–	Sell	-53	Closed	–	–	349
2019 Q2	$0	Hold	53	–	–	﹤0.01%	357
2019 Q1	$0	Buy	+53	New	+$371	﹤0.01%	338

Other funds holding TEF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fortis Advisors's TEF Position: Q1 2020 in Review

Fortis Advisors sold out of Telefonica (TEF) in Q1 2020, closing a stake of 53 shares.

Fortis Advisors first reported a position in TEF in Q1 2019 and held it in 3 quarters. The position peaked at $0 in Q4 2019. 187 funds tracked by Wall St. Rank hold TEF as of Q1 2020.

Fortis Advisors reported no remaining Telefonica position as of Q1 2020 after selling out during the quarter.
Fortis Advisors sold 53 Telefonica shares in Q1 2020.
Fortis Advisors first reported a position in Telefonica in Q1 2019 and held it in 3 quarters.
Fortis Advisors's Telefonica position peaked at $0 in Q4 2019.
187 funds tracked by Wall St. Rank held Telefonica as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.