IWA
TEF

Intercontinental Wealth Advisors’s Telefonica TEF Stock Holding History

Intercontinental 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
2019
Q1 		– Sell
-1,528
Closed -$10K – 452
2018
Q4 		$10K Buy
+1,528
New +$10.3K 0.01% 361

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
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

Intercontinental Wealth Advisors's TEF Position: Q1 2019 in Review

Intercontinental Wealth Advisors sold out of Telefonica (TEF) in Q1 2019, closing a stake of 1,528 shares — an estimated $10K sold.

Intercontinental Wealth Advisors first reported a position in TEF in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 196 funds tracked by Wall St. Rank hold TEF as of Q1 2019.

  • Intercontinental Wealth Advisors reported no remaining Telefonica position as of Q1 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 1,528 Telefonica shares in Q1 2019, an estimated $10K.
  • Intercontinental Wealth Advisors first reported a position in Telefonica in Q4 2018 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's Telefonica position peaked at $10K in Q4 2018.
  • 196 funds tracked by Wall St. Rank held Telefonica as of Q1 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.