JWA
TI.A

JFS Wealth Advisors’s Telecom Italia 10 Svg TI.A Stock Holding History

JFS Wealth Advisors’s Portfolio TI.A Stock Details TI.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,942
Closed -$20K – 547
2019
Q2 		$20K Sell
3,942
-12,889
-77% -$65.2K 0.01% 309
2019
Q1 		$96K Sell
16,831
-98
-0.6% -$502 0.03% 187
2018
Q4 		$83K Hold
16,929
– – 0.02% 192
2018
Q3 		$91K Buy
16,929
+2,750
+19% +$16.8K 0.02% 202
2018
Q2 		$93K Buy
14,179
+3,375
+31% +$26.9K 0.02% 205
2018
Q1 		$90K Hold
10,804
– – 0.02% 202
2017
Q4 		$78K Buy
10,804
+2,874
+36% +$20.5K 0.02% 216
2017
Q3 		$59K Buy
7,930
+1,390
+21% +$10.8K 0.02% 228
2017
Q2 		$48K Buy
6,540
+567
+9% +$4.26K 0.01% 224
2017
Q1 		$44K Hold
5,973
– – 0.01% 232
2016
Q4 		$44K Hold
5,973
– – 0.01% 232
2016
Q3 		$41K Buy
5,973
+2,878
+93% +$19.7K 0.01% 260
2016
Q2 		$20K Buy
3,095
+648
+26% +$4.99K 0.01% 324
2016
Q1 		$22K Buy
2,447
+2,027
+483% +$17.7K 0.01% 313
2015
Q4 		$4K Hold
420
– – ﹤0.01% 474
2015
Q3 		$4K Buy
+420
New +$4.36K ﹤0.01% 411

Other funds holding TI.A

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JFS Wealth Advisors's TI.A Position: Q3 2019 in Review

JFS Wealth Advisors sold out of Telecom Italia 10 Svg (TI.A) in Q3 2019, closing a stake of 3,942 shares — an estimated $20K sold.

JFS Wealth Advisors first reported a position in TI.A in Q3 2015 and held it in 16 quarters. The position peaked at $96K in Q1 2019. 7 funds tracked by Wall St. Rank hold TI.A as of Q3 2019.

  • JFS Wealth Advisors reported no remaining Telecom Italia 10 Svg position as of Q3 2019 after selling out during the quarter.
  • JFS Wealth Advisors sold 3,942 Telecom Italia 10 Svg shares in Q3 2019, an estimated $20K.
  • JFS Wealth Advisors first reported a position in Telecom Italia 10 Svg in Q3 2015 and held it in 16 quarters.
  • JFS Wealth Advisors's Telecom Italia 10 Svg position peaked at $96K in Q1 2019.
  • 7 funds tracked by Wall St. Rank held Telecom Italia 10 Svg as of Q3 2019.

Based on JFS Wealth Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.