Klingman & Associates’s Telefonica TEF Stock Holding History

Klingman & Associates’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	–	Sell	-1,005	Closed	-$8K	–	288
2016 Q3	$8K	Hold	1,005	–	–	﹤0.01%	304
2016 Q2	$7K	Hold	1,005	–	–	﹤0.01%	314
2016 Q1	$9K	Hold	1,005	–	–	﹤0.01%	304
2015 Q4	$9K	Sell	1,005 -1	-0.1%	-$9	﹤0.01%	310
2015 Q3	$9K	Hold	1,006	–	–	﹤0.01%	320
2015 Q2	$11K	Hold	1,006	–	–	﹤0.01%	304
2015 Q1	$11K	Hold	1,006	–	–	﹤0.01%	275
2014 Q4	$10K	Buy	+1,006	New	+$11.3K	﹤0.01%	284

Other funds holding TEF

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Klingman & Associates's TEF Position: Q4 2016 in Review

Klingman & Associates sold out of Telefonica (TEF) in Q4 2016, closing a stake of 1,005 shares — an estimated $8K sold.

Klingman & Associates first reported a position in TEF in Q4 2014 and held it in 8 quarters. The position peaked at $11K in Q2 2015. 188 funds tracked by Wall St. Rank hold TEF as of Q4 2016.

Klingman & Associates reported no remaining Telefonica position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 1,005 Telefonica shares in Q4 2016, an estimated $8K.
Klingman & Associates first reported a position in Telefonica in Q4 2014 and held it in 8 quarters.
Klingman & Associates's Telefonica position peaked at $11K in Q2 2015.
188 funds tracked by Wall St. Rank held Telefonica as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.