Heritage Wealth Advisors’s Telefonica TEF Stock Holding History

Heritage Wealth 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 Q3	–	Sell	-453	Closed	-$1.84K	–	477
2020 Q2	$1.84K	Sell	453 -19	-4%	-$74	﹤0.01%	427
2020 Q1	$1.74K	Hold	472	–	–	﹤0.01%	426
2019 Q4	$2.66K	Hold	472	–	–	﹤0.01%	509
2019 Q3	$2K	Hold	472	–	–	﹤0.01%	423
2019 Q2	$3.16K	Hold	472	–	–	﹤0.01%	428
2019 Q1	$3.19K	Hold	472	–	–	﹤0.01%	399
2018 Q4	$3K	Buy	+472	New	+$3.19K	﹤0.01%	351

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

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

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

FDCDDQ

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Heritage Wealth Advisors's TEF Position: Q3 2020 in Review

Heritage Wealth Advisors sold out of Telefonica (TEF) in Q3 2020, closing a stake of 453 shares — an estimated $1.84K sold.

Heritage Wealth Advisors first reported a position in TEF in Q4 2018 and held it in 7 quarters. The position peaked at $3.19K in Q1 2019. 158 funds tracked by Wall St. Rank hold TEF as of Q3 2020.

Heritage Wealth Advisors reported no remaining Telefonica position as of Q3 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 453 Telefonica shares in Q3 2020, an estimated $1.84K.
Heritage Wealth Advisors first reported a position in Telefonica in Q4 2018 and held it in 7 quarters.
Heritage Wealth Advisors's Telefonica position peaked at $3.19K in Q1 2019.
158 funds tracked by Wall St. Rank held Telefonica as of Q3 2020.

Based on Heritage Wealth Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.