IWP
TEF

Icon Wealth Partners’s Telefonica TEF Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-26
Closed – – 697
2019
Q1 		$0 Buy
+26
New +$182 ﹤0.01% 907
2018
Q3 		– Sell
-26
Closed – – 676
2018
Q2 		$0 Buy
+26
New +$198 ﹤0.01% 836
2018
Q1 		– Sell
-26
Closed – – 672
2017
Q4 		$0 Buy
+26
New +$213 ﹤0.01% 873

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
GF
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Icon Wealth Partners's TEF Position: Q2 2019 in Review

Icon Wealth Partners sold out of Telefonica (TEF) in Q2 2019, closing a stake of 26 shares.

Icon Wealth Partners first reported a position in TEF in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q1 2019. 195 funds tracked by Wall St. Rank hold TEF as of Q2 2019.

  • Icon Wealth Partners reported no remaining Telefonica position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 26 Telefonica shares in Q2 2019.
  • Icon Wealth Partners first reported a position in Telefonica in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Telefonica position peaked at $0 in Q1 2019.
  • 195 funds tracked by Wall St. Rank held Telefonica as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.