IWM
TEF

IHT Wealth Management’s Telefonica TEF Stock Holding History

IHT 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
2021
Q3 		– Sell
-16,025
Closed -$70K – 962
2021
Q2 		$70K Buy
16,025
+2,136
+15% +$9.24K ﹤0.01% 918
2021
Q1 		$56K Buy
13,889
+69
+0.5% +$281 ﹤0.01% 819
2020
Q4 		$50K Buy
13,820
+578
+4% +$1.95K ﹤0.01% 735
2020
Q3 		$38K Buy
+13,242
New +$46.6K ﹤0.01% 654
2020
Q2 		– Sell
-13,787
Closed -$51K – 639
2020
Q1 		$51K Buy
13,787
+796
+6% +$3.94K 0.01% 533
2019
Q4 		$73K Buy
+12,991
New +$78.9K 0.01% 605
2018
Q1 		– Sell
-7
Closed – – 1754
2017
Q4 		$0 Hold
7
– – ﹤0.01% 1765
2017
Q3 		$0 Hold
7
– – ﹤0.01% 1530
2017
Q2 		$43 Buy
+7
New +$63 0.02% 546

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 $5.72T AUM 30.48% 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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IHT Wealth Management's TEF Position: Q3 2021 in Review

IHT Wealth Management sold out of Telefonica (TEF) in Q3 2021, closing a stake of 16,025 shares — an estimated $70K sold.

IHT Wealth Management first reported a position in TEF in Q2 2017 and held it in 9 quarters. The position peaked at $73K in Q4 2019. 215 funds tracked by Wall St. Rank hold TEF as of Q3 2021.

  • IHT Wealth Management reported no remaining Telefonica position as of Q3 2021 after selling out during the quarter.
  • IHT Wealth Management sold 16,025 Telefonica shares in Q3 2021, an estimated $70K.
  • IHT Wealth Management first reported a position in Telefonica in Q2 2017 and held it in 9 quarters.
  • IHT Wealth Management's Telefonica position peaked at $73K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held Telefonica as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.