McDaniel Terry & Co’s Telefonica TEF Stock Holding History

McDaniel Terry & Co’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
2023 Q1	–	Sell	-13,916	Closed	-$50K	–	99
2022 Q4	$50K	Sell	13,916 -1	-0%	-$3	0.01%	89
2022 Q3	$45K	Hold	13,917	–	–	0.01%	90
2022 Q2	$71K	Hold	13,917	–	–	0.01%	92
2022 Q1	$65K	Hold	13,917	–	–	0.01%	99
2021 Q4	$57K	Hold	13,917	–	–	0.01%	97
2021 Q3	$61K	Hold	13,917	–	–	0.01%	89
2021 Q2	$61K	Sell	13,917 -2	-0%	-$9	0.01%	92
2021 Q1	$56K	Hold	13,919	–	–	0.01%	85
2020 Q4	$50K	Buy	13,919 +1	+0%	+$3	0.01%	86
2020 Q3	$40K	Buy	13,918 +556	+4%	+$1.96K	0.01%	82
2020 Q2	$54K	Sell	13,362 -21,528	-62%	-$83.4K	0.01%	79
2020 Q1	$129K	Hold	34,890	–	–	0.02%	70
2019 Q4	$196K	Hold	34,890	–	–	0.03%	80
2019 Q3	$214K	Hold	34,890	–	–	0.03%	77
2019 Q2	$234K	Hold	34,890	–	–	0.04%	59
2019 Q1	$236K	Hold	34,890	–	–	0.04%	57
2018 Q4	$239K	Hold	34,890	–	–	0.05%	55
2018 Q3	$222K	Hold	34,890	–	–	0.04%	60
2018 Q2	$240K	Hold	34,890	–	–	0.04%	59
2018 Q1	$278K	Hold	34,890	–	–	0.05%	52
2017 Q4	$273K	Hold	34,890	–	–	0.05%	52
2017 Q3	$304K	Hold	34,890	–	–	0.06%	49
2017 Q2	$293K	Sell	34,890 -17,059	-33%	-$152K	0.06%	50
2017 Q1	$470K	Hold	51,949	–	–	0.09%	43
2016 Q4	$386K	Sell	51,949 -2,078	-4%	-$15.2K	0.08%	43
2016 Q3	$423K	Hold	54,027	–	–	0.09%	42
2016 Q2	$398K	Sell	54,027 -8,871	-14%	-$71.2K	0.09%	45
2016 Q1	$544K	Buy	62,898 +8,871	+16%	+$72.3K	0.13%	35
2015 Q4	$464K	Sell	54,027 -3	-0%	-$28	0.12%	35
2015 Q3	$491K	Hold	54,030	–	–	0.14%	34
2015 Q2	$579K	Hold	54,030	–	–	0.15%	35
2015 Q1	$585K	Hold	54,030	–	–	0.14%	33
2014 Q4	$579K	Sell	54,030 -1,544	-3%	-$17.3K	0.14%	34
2014 Q3	$627K	Hold	55,574	–	–	0.15%	34
2014 Q2	$700K	Hold	55,574	–	–	0.17%	33
2014 Q1	$644K	Hold	55,574	–	–	0.16%	34
2013 Q4	$666K	Hold	55,574	–	–	0.17%	34
2013 Q3	$631K	Hold	55,574	–	–	0.17%	36
2013 Q2	$522K	Buy	+55,574	New	+$565K	0.15%	38

Other funds holding TEF

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

McDaniel Terry & Co's TEF Position: Q1 2023 in Review

McDaniel Terry & Co sold out of Telefonica (TEF) in Q1 2023, closing a stake of 13,916 shares — an estimated $50K sold.

McDaniel Terry & Co first reported a position in TEF in Q2 2013 and held it in 39 quarters. The position peaked at $700K in Q2 2014. 198 funds tracked by Wall St. Rank hold TEF as of Q1 2023.

McDaniel Terry & Co reported no remaining Telefonica position as of Q1 2023 after selling out during the quarter.
McDaniel Terry & Co sold 13,916 Telefonica shares in Q1 2023, an estimated $50K.
McDaniel Terry & Co first reported a position in Telefonica in Q2 2013 and held it in 39 quarters.
McDaniel Terry & Co's Telefonica position peaked at $700K in Q2 2014.
198 funds tracked by Wall St. Rank held Telefonica as of Q1 2023.

Based on McDaniel Terry & Co's 13F filing for Q1 2023, filed 5 May 2023.