McAdams Wright Ragen’s Telefonica TEF Stock Holding History

McAdams Wright Ragen’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
2014 Q3	$2.22M	Buy	196,738 +2,303	+1%	+$27K	0.12%	138
2014 Q2	$2.45M	Buy	194,435 +4,680	+2%	+$56.9K	0.14%	127
2014 Q1	$2.2M	Buy	189,755 +3,003	+2%	+$34.5K	0.14%	124
2013 Q4	$2.24M	Buy	186,752 +24,875	+15%	+$301K	0.15%	125
2013 Q3	$1.84M	Buy	161,877 +5,478	+4%	+$56.6K	0.15%	120
2013 Q2	$1.47M	Buy	+156,399	New	+$1.59M	0.12%	140

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

M2MC

Matthew 25 Management Corp Ambler, Pennsylvania $301M AUM 35.04% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

McAdams Wright Ragen's TEF Position: Q3 2014 in Review

McAdams Wright Ragen increased its Telefonica (TEF) stake by 1.2% in Q3 2014, buying an estimated $27K and bringing the position to 196,738 shares worth $2.22M. The position accounts for 0.12% of the portfolio, ranked #138.

McAdams Wright Ragen first reported a position in TEF in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.45M in Q2 2014. 211 funds tracked by Wall St. Rank hold TEF as of Q3 2014.

McAdams Wright Ragen held 196,738 shares of Telefonica worth $2.22M as of Q3 2014.
McAdams Wright Ragen bought 2,303 Telefonica shares in Q3 2014, an estimated $27K.
Telefonica made up 0.12% of McAdams Wright Ragen's portfolio in Q3 2014, its #138 holding.
McAdams Wright Ragen first reported a position in Telefonica in Q2 2013 and has held it in 6 quarters since.
McAdams Wright Ragen's Telefonica position peaked at $2.45M in Q2 2014.
211 funds tracked by Wall St. Rank held Telefonica as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.