IPC
TEF

Independent Portfolio Consultants’s Telefonica TEF Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$31K Sell
3,724
-1,053
-22% -$9.41K 0.01% 574
2017
Q1 		$43K Sell
4,777
-2,110
-31% -$17.4K 0.01% 583
2016
Q4 		$51K Sell
6,887
-778
-10% -$5.69K 0.02% 546
2016
Q3 		$60K Sell
7,665
-971
-11% -$7.52K 0.02% 512
2016
Q2 		$64K Sell
8,636
-457
-5% -$3.67K 0.02% 515
2016
Q1 		$79K Sell
9,093
-1,114
-11% -$9.08K 0.02% 505
2015
Q4 		$88K Sell
10,207
-289
-3% -$2.74K 0.03% 496
2015
Q3 		$95K Sell
10,496
-285
-3% -$3.03K 0.02% 467
2015
Q2 		$116K Sell
10,781
-539
-5% -$5.94K 0.02% 473
2015
Q1 		$123K Sell
11,320
-269
-2% -$2.96K 0.03% 445
2014
Q4 		$124K Sell
11,589
-15,802
-58% -$177K 0.03% 458
2014
Q3 		$309K Sell
27,391
-1,240
-4% -$14.6K 0.08% 394
2014
Q2 		$361K Sell
28,631
-2,085
-7% -$25.3K 0.1% 344
2014
Q1 		$355K Sell
30,716
-7,135
-19% -$82.1K 0.11% 336
2013
Q4 		$454K Sell
37,851
-4,633
-11% -$56.1K 0.16% 262
2013
Q3 		$483K Buy
42,484
+3,236
+8% +$33.5K 0.19% 213
2013
Q2 		$369K Buy
+39,248
New +$399K 0.17% 272

Other funds holding TEF

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Portfolio Consultants's TEF Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Telefonica (TEF) stake by 22% in Q2 2017, selling an estimated $9.41K and leaving 3,724 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #574.

Independent Portfolio Consultants first reported a position in TEF in Q2 2013 and has held it in 17 quarters since. The position peaked at $483K in Q3 2013. 193 funds tracked by Wall St. Rank hold TEF as of Q2 2017.

  • Independent Portfolio Consultants held 3,724 shares of Telefonica worth $31K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,053 Telefonica shares in Q2 2017, an estimated $9.41K.
  • Telefonica made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #574 holding.
  • Independent Portfolio Consultants first reported a position in Telefonica in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Telefonica position peaked at $483K in Q3 2013.
  • 193 funds tracked by Wall St. Rank held Telefonica as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.