JFA
TEF

JNBA Financial Advisors’s Telefonica TEF Stock Holding History

JNBA Financial 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
Q3 		– Sell
-124
Closed -$1K – 696
2019
Q2 		$1K Buy
+124
New +$824 ﹤0.01% 652
2016
Q4 		– Sell
-4,560
Closed -$36K – 1248
2016
Q3 		$36K Buy
+4,560
New +$35.3K 0.01% 626
2015
Q3 		– Sell
-374
Closed -$4K – 544
2015
Q2 		$4K Hold
374
– – ﹤0.01% 435
2015
Q1 		$4K Hold
374
– – ﹤0.01% 442
2014
Q4 		$4K Buy
374
+1
+0.3% +$11 ﹤0.01% 448
2014
Q3 		$4K Hold
373
– – ﹤0.01% 469
2014
Q2 		$5K Hold
373
– – ﹤0.01% 408
2014
Q1 		$4K Hold
373
– – ﹤0.01% 401
2013
Q4 		$4K Hold
373
– – ﹤0.01% 372
2013
Q3 		$4K Hold
373
– – ﹤0.01% 359
2013
Q2 		$4K Buy
+373
New +$3.79K ﹤0.01% 315

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
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JNBA Financial Advisors's TEF Position: Q3 2019 in Review

JNBA Financial Advisors sold out of Telefonica (TEF) in Q3 2019, closing a stake of 124 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in TEF in Q2 2013 and held it in 11 quarters. The position peaked at $36K in Q3 2016. 176 funds tracked by Wall St. Rank hold TEF as of Q3 2019.

  • JNBA Financial Advisors reported no remaining Telefonica position as of Q3 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 124 Telefonica shares in Q3 2019, an estimated $1K.
  • JNBA Financial Advisors first reported a position in Telefonica in Q2 2013 and held it in 11 quarters.
  • JNBA Financial Advisors's Telefonica position peaked at $36K in Q3 2016.
  • 176 funds tracked by Wall St. Rank held Telefonica as of Q3 2019.

Based on JNBA Financial Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.