KIA
TEF

King Investment Advisors’s Telefonica TEF Stock Holding History

King Investment 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
2015
Q2 		– Sell
-20,724
Closed -$225K – 95
2015
Q1 		$225K Hold
20,724
– – 0.11% 101
2014
Q4 		$223K Sell
20,724
-437,861
-95% -$4.91M 0.1% 100
2014
Q3 		$5.17M Sell
458,585
-63,173
-12% -$742K 2.35% 19
2014
Q2 		$6.57M Sell
521,758
-2,508
-0.5% -$30.5K 2.8% 12
2014
Q1 		$6.07M Buy
524,266
+8,164
+2% +$93.9K 2.79% 11
2013
Q4 		$6.19M Sell
516,102
-33,416
-6% -$404K 2.83% 12
2013
Q3 		$6.24M Buy
+549,518
New +$5.68M 2.69% 12

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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

King Investment Advisors's TEF Position: Q2 2015 in Review

King Investment Advisors sold out of Telefonica (TEF) in Q2 2015, closing a stake of 20,724 shares — an estimated $225K sold.

King Investment Advisors first reported a position in TEF in Q3 2013 and held it in 7 quarters. The position peaked at $6.57M in Q2 2014. 213 funds tracked by Wall St. Rank hold TEF as of Q2 2015.

  • King Investment Advisors reported no remaining Telefonica position as of Q2 2015 after selling out during the quarter.
  • King Investment Advisors sold 20,724 Telefonica shares in Q2 2015, an estimated $225K.
  • King Investment Advisors first reported a position in Telefonica in Q3 2013 and held it in 7 quarters.
  • King Investment Advisors's Telefonica position peaked at $6.57M in Q2 2014.
  • 213 funds tracked by Wall St. Rank held Telefonica as of Q2 2015.

Based on King Investment Advisors's 13F filing for Q2 2015, filed 2 Nov 2015.