LIM
TEF

Loudon Investment Management’s Telefonica TEF Stock Holding History

Loudon Investment 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
2017
Q3 		– Sell
-22,525
Closed -$189K – 87
2017
Q2 		$189K Sell
22,525
-13,686
-38% -$122K 0.14% 86
2017
Q1 		$327K Sell
36,211
-34,935
-49% -$288K 0.25% 71
2016
Q4 		$529K Sell
71,146
-27,479
-28% -$201K 0.41% 50
2016
Q3 		$772K Sell
98,625
-110,316
-53% -$854K 0.6% 44
2016
Q2 		$1.54M Sell
208,941
-19,547
-9% -$157K 1.23% 29
2016
Q1 		$1.98M Sell
228,488
-20,712
-8% -$169K 1.59% 22
2015
Q4 		$2.14M Sell
249,200
-64,751
-21% -$613K 1.72% 19
2015
Q3 		$2.85M Sell
313,951
-107,836
-26% -$1.15M 2.45% 15
2015
Q2 		$4.52M Sell
421,787
-14,012
-3% -$155K 3.42% 11
2015
Q1 		$4.72M Buy
435,799
+1,409
+0.3% +$15.5K 3.58% 8
2014
Q4 		$4.66M Sell
434,390
-4,155
-0.9% -$46.5K 3.48% 8
2014
Q3 		$4.95M Sell
438,545
-111,082
-20% -$1.3M 3.52% 5
2014
Q2 		$6.92M Sell
549,627
-4,975
-0.9% -$60.5K 4.76% 3
2014
Q1 		$6.43M Buy
554,602
+20,468
+4% +$235K 4.64% 2
2013
Q4 		$6.4M Buy
+534,134
New +$6.46M 4.7% 2

Other funds holding TEF

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $6.48B AUM 18.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Loudon Investment Management's TEF Position: Q3 2017 in Review

Loudon Investment Management sold out of Telefonica (TEF) in Q3 2017, closing a stake of 22,525 shares — an estimated $189K sold.

Loudon Investment Management first reported a position in TEF in Q4 2013 and held it in 15 quarters. The position peaked at $6.92M in Q2 2014. 194 funds tracked by Wall St. Rank hold TEF as of Q3 2017.

  • Loudon Investment Management reported no remaining Telefonica position as of Q3 2017 after selling out during the quarter.
  • Loudon Investment Management sold 22,525 Telefonica shares in Q3 2017, an estimated $189K.
  • Loudon Investment Management first reported a position in Telefonica in Q4 2013 and held it in 15 quarters.
  • Loudon Investment Management's Telefonica position peaked at $6.92M in Q2 2014.
  • 194 funds tracked by Wall St. Rank held Telefonica as of Q3 2017.

Based on Loudon Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.