Lenox Wealth Management’s Telefonica TEF Stock Holding History

Lenox Wealth Management’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
2020 Q2	$2K	Sell	589 -99	-14%	-$383	﹤0.01%	653
2020 Q1	$2K	Sell	688 -607	-47%	-$3K	﹤0.01%	622
2019 Q4	$8K	Buy	1,295 +894	+223%	+$5.43K	﹤0.01%	481
2019 Q3	$2K	Sell	401 -1,865	-82%	-$11.3K	﹤0.01%	637
2019 Q2	$15K	Hold	2,266	–	–	﹤0.01%	385
2019 Q1	$15K	Hold	2,266	–	–	﹤0.01%	395
2018 Q4	$16K	Buy	+2,266	New	+$15.3K	0.01%	329
2018 Q3	–	Sell	-686	Closed	-$5K	–	666
2018 Q2	$5K	Buy	+686	New	+$5.23K	﹤0.01%	437

Other funds holding TEF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lenox Wealth Management's TEF Position: Q2 2020 in Review

Lenox Wealth Management reduced its Telefonica (TEF) stake by 14% in Q2 2020, selling an estimated $383 and leaving 589 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Lenox Wealth Management first reported a position in TEF in Q2 2018 and has held it in 8 quarters since. The position peaked at $16K in Q4 2018. 172 funds tracked by Wall St. Rank hold TEF as of Q2 2020.

Lenox Wealth Management held 589 shares of Telefonica worth $2K as of Q2 2020.
Lenox Wealth Management sold 99 Telefonica shares in Q2 2020, an estimated $383.
Telefonica made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #653 holding.
Lenox Wealth Management first reported a position in Telefonica in Q2 2018 and has held it in 8 quarters since.
Lenox Wealth Management's Telefonica position peaked at $16K in Q4 2018.
172 funds tracked by Wall St. Rank held Telefonica as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.