FIM
TEF

Freedom Investment Management’s Telefonica TEF Stock Holding History

Freedom Investment 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
2021
Q2 		– Sell
-46,128
Closed -$186K – 913
2021
Q1 		$186K Buy
+46,128
New +$188K 0.01% 799
2017
Q4 		– Sell
-12,883
Closed -$112K – 1177
2017
Q3 		$112K Sell
12,883
-4,998
-28% -$43.8K 0.01% 1063
2017
Q2 		$150K Sell
17,881
-4,243
-19% -$37.9K 0.01% 1011
2017
Q1 		$200K Sell
22,124
-457
-2% -$3.76K 0.01% 968
2016
Q4 		$168K Sell
22,581
-14,308
-39% -$105K 0.01% 925
2016
Q3 		$289K Buy
36,889
+12,486
+51% +$96.7K 0.02% 657
2016
Q2 		$180K Sell
24,403
-25,067
-51% -$201K 0.01% 775
2016
Q1 		$428K Buy
49,470
+7,033
+17% +$57.3K 0.03% 448
2015
Q4 		$365K Buy
42,437
+27,939
+193% +$265K 0.03% 498
2015
Q3 		$1.21M Sell
14,498
-27,813
-66% -$296K 0.12% 124
2015
Q2 		$453K Buy
42,311
+654
+2% +$7.21K 0.05% 367
2015
Q1 		$451K Buy
41,657
+5,266
+14% +$57.9K 0.05% 341
2014
Q4 		$390K Buy
36,391
+3,051
+9% +$34.2K 0.05% 341
2014
Q3 		$376K Buy
33,340
+284
+0.9% +$3.33K 0.07% 285
2014
Q2 		$416K Buy
33,056
+4,554
+16% +$55.4K 0.07% 275
2014
Q1 		$330K Buy
28,502
+710
+3% +$8.16K 0.07% 273
2013
Q4 		$333K Buy
27,792
+190
+0.7% +$2.3K 0.08% 262
2013
Q3 		$314K Sell
27,602
-3,672
-12% -$38K 0.09% 213
2013
Q2 		$294K Buy
+31,274
New +$318K 0.1% 184

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Freedom Investment Management's TEF Position: Q2 2021 in Review

Freedom Investment Management sold out of Telefonica (TEF) in Q2 2021, closing a stake of 46,128 shares — an estimated $186K sold.

Freedom Investment Management first reported a position in TEF in Q2 2013 and held it in 19 quarters. The position peaked at $1.21M in Q3 2015. 197 funds tracked by Wall St. Rank hold TEF as of Q2 2021.

  • Freedom Investment Management reported no remaining Telefonica position as of Q2 2021 after selling out during the quarter.
  • Freedom Investment Management sold 46,128 Telefonica shares in Q2 2021, an estimated $186K.
  • Freedom Investment Management first reported a position in Telefonica in Q2 2013 and held it in 19 quarters.
  • Freedom Investment Management's Telefonica position peaked at $1.21M in Q3 2015.
  • 197 funds tracked by Wall St. Rank held Telefonica as of Q2 2021.

Based on Freedom Investment Management's 13F filing for Q2 2021, filed 12 Aug 2021.