JEST
TEF

JTC Employer Solutions Trustee’s Telefonica TEF Stock Holding History

JTC Employer Solutions Trustee’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
2023
Q3 		– Sell
-15,000
Closed -$60K – 368
2023
Q2 		$60K Hold
15,000
– – 0.01% 248
2023
Q1 		$64K Hold
15,000
– – 0.01% 245
2022
Q4 		$54K Hold
15,000
– – ﹤0.01% 260
2022
Q3 		$49K Buy
+15,000
New +$63.6K 0.01% 212

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JTC Employer Solutions Trustee's TEF Position: Q3 2023 in Review

JTC Employer Solutions Trustee sold out of Telefonica (TEF) in Q3 2023, closing a stake of 15,000 shares — an estimated $60K sold.

JTC Employer Solutions Trustee first reported a position in TEF in Q3 2022 and held it in 4 quarters. The position peaked at $64K in Q1 2023. 201 funds tracked by Wall St. Rank hold TEF as of Q3 2023.

  • JTC Employer Solutions Trustee reported no remaining Telefonica position as of Q3 2023 after selling out during the quarter.
  • JTC Employer Solutions Trustee sold 15,000 Telefonica shares in Q3 2023, an estimated $60K.
  • JTC Employer Solutions Trustee first reported a position in Telefonica in Q3 2022 and held it in 4 quarters.
  • JTC Employer Solutions Trustee's Telefonica position peaked at $64K in Q1 2023.
  • 201 funds tracked by Wall St. Rank held Telefonica as of Q3 2023.

Based on JTC Employer Solutions Trustee's 13F filing for Q3 2023, filed 10 Oct 2023.