KT
TEF

Kanaly Trust’s Telefonica TEF Stock Holding History

Kanaly Trust’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
2016
Q4 		$2K Sell
256
-274
-52% -$2K ﹤0.01% 831
2016
Q3 		$4K Sell
530
-1,251
-70% -$9.69K ﹤0.01% 686
2016
Q2 		$13K Sell
1,781
-356
-17% -$2.86K ﹤0.01% 499
2016
Q1 		$18K Buy
2,137
+968
+83% +$7.89K ﹤0.01% 459
2015
Q4 		$10K Sell
1,169
-1,407
-55% -$13.3K ﹤0.01% 567
2015
Q3 		$23K Buy
2,576
+811
+46% +$8.63K 0.01% 422
2015
Q2 		$19K Buy
1,765
+1,153
+188% +$12.7K ﹤0.01% 472
2015
Q1 		$7K Sell
612
-178
-23% -$1.96K ﹤0.01% 494
2014
Q4 		$8K Buy
790
+85
+12% +$952 ﹤0.01% 492
2014
Q3 		$8K Hold
705
– – ﹤0.01% 494
2014
Q2 		$9K Buy
705
+383
+119% +$4.66K ﹤0.01% 486
2014
Q1 		$4K Buy
+322
New +$3.7K ﹤0.01% 594

Other funds holding TEF

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kanaly Trust's TEF Position: Q4 2016 in Review

Kanaly Trust reduced its Telefonica (TEF) stake by 52% in Q4 2016, selling an estimated $2K and leaving 256 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Kanaly Trust first reported a position in TEF in Q1 2014 and has held it in 12 quarters since. The position peaked at $23K in Q3 2015. 188 funds tracked by Wall St. Rank hold TEF as of Q4 2016.

  • Kanaly Trust held 256 shares of Telefonica worth $2K as of Q4 2016.
  • Kanaly Trust sold 274 Telefonica shares in Q4 2016, an estimated $2K.
  • Telefonica made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #831 holding.
  • Kanaly Trust first reported a position in Telefonica in Q1 2014 and has held it in 12 quarters since.
  • Kanaly Trust's Telefonica position peaked at $23K in Q3 2015.
  • 188 funds tracked by Wall St. Rank held Telefonica as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.