GBBWRPM
TEF

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Telefonica TEF Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
-911
Closed -$7K – 446
2016
Q1 		$7K Buy
+911
New +$7.43K ﹤0.01% 292

Other funds holding TEF

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
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
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Goldman Sachs
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's TEF Position: Q2 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Telefonica (TEF) in Q2 2016, closing a stake of 911 shares — an estimated $7K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in TEF in Q1 2016 and held it in 1 quarter. The position peaked at $7K in Q1 2016. 185 funds tracked by Wall St. Rank hold TEF as of Q2 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Telefonica position as of Q2 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 911 Telefonica shares in Q2 2016, an estimated $7K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Telefonica in Q1 2016 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Telefonica position peaked at $7K in Q1 2016.
  • 185 funds tracked by Wall St. Rank held Telefonica as of Q2 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2016, filed 8 Aug 2016.