GWM
TEF

Gupta Wealth Management’s Telefonica TEF Stock Holding History

Gupta Wealth 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
Q1 		$17K Buy
1,915
+1,380
+258% +$11.2K ﹤0.01% 712
2015
Q4 		$5K Buy
+535
New +$5.07K ﹤0.01% 1022
2015
Q3 		– Sell
-4,412
Closed -$47K – 1344
2015
Q2 		$47K Buy
+4,412
New +$48.7K 0.01% 485

Other funds holding TEF

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Gupta Wealth Management's TEF Position: Q1 2016 in Review

Gupta Wealth Management increased its Telefonica (TEF) stake by 258% in Q1 2016, buying an estimated $11.2K and bringing the position to 1,915 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Gupta Wealth Management first reported a position in TEF in Q2 2015 and has held it in 3 quarters since. The position peaked at $47K in Q2 2015. 189 funds tracked by Wall St. Rank hold TEF as of Q1 2016.

  • Gupta Wealth Management held 1,915 shares of Telefonica worth $17K as of Q1 2016.
  • Gupta Wealth Management bought 1,380 Telefonica shares in Q1 2016, an estimated $11.2K.
  • Telefonica made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #712 holding.
  • Gupta Wealth Management first reported a position in Telefonica in Q2 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's Telefonica position peaked at $47K in Q2 2015.
  • 189 funds tracked by Wall St. Rank held Telefonica as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.