Loring Wolcott & Coolidge Fiduciary Advisors’s Telefonica TEF Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2018 Q2	–	Sell	-8,376	Closed	-$67K	–	728
2018 Q1	$67K	Hold	8,376	–	–	﹤0.01%	407
2017 Q4	$66K	Hold	8,376	–	–	﹤0.01%	407
2017 Q3	$73K	Hold	8,376	–	–	﹤0.01%	390
2017 Q2	$76K	Hold	8,376	–	–	﹤0.01%	383
2017 Q1	$76K	Hold	8,376	–	–	﹤0.01%	380
2016 Q4	$62K	Buy	8,376 +3,450	+70%	+$25.2K	﹤0.01%	376
2016 Q3	$39K	Hold	4,926	–	–	﹤0.01%	419
2016 Q2	$36K	Hold	4,926	–	–	﹤0.01%	426
2016 Q1	$43K	Sell	4,926 -2,555	-34%	-$20.8K	﹤0.01%	413
2015 Q4	$64K	Sell	7,481 -3,552	-32%	-$33.6K	﹤0.01%	393
2015 Q3	$118K	Hold	11,033	–	–	﹤0.01%	339
2015 Q2	$118K	Sell	11,033 -265	-2%	-$2.92K	﹤0.01%	339
2015 Q1	$122K	Hold	11,298	–	–	﹤0.01%	344
2014 Q4	$121K	Sell	11,298 -323	-3%	-$3.62K	﹤0.01%	337
2014 Q3	$131K	Sell	11,621 -24,530	-68%	-$288K	﹤0.01%	315
2014 Q2	$455K	Hold	36,151	–	–	0.01%	199
2014 Q1	$419K	Hold	36,151	–	–	0.01%	203
2013 Q4	$433K	Buy	36,151 +24,530	+211%	+$297K	0.01%	196
2013 Q3	$132K	Hold	11,621	–	–	﹤0.01%	281
2013 Q2	$109K	Buy	+11,621	New	+$118K	﹤0.01%	315

Other funds holding TEF

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

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

PPA

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

FDCDDQ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TEF Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Telefonica (TEF) in Q2 2018, closing a stake of 8,376 shares — an estimated $67K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TEF in Q2 2013 and held it in 20 quarters. The position peaked at $455K in Q2 2014. 192 funds tracked by Wall St. Rank hold TEF as of Q2 2018.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Telefonica position as of Q2 2018 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 8,376 Telefonica shares in Q2 2018, an estimated $67K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Telefonica in Q2 2013 and held it in 20 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Telefonica position peaked at $455K in Q2 2014.
192 funds tracked by Wall St. Rank held Telefonica as of Q2 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.