MGIA
TEF

Moneta Group Investment Advisors’s Telefonica TEF Stock Holding History

Moneta Group Investment 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
-873
Closed -$7K – 618
2018
Q1 		$7K Buy
+873
New +$6.93K ﹤0.01% 495
2015
Q4 		– Sell
-3,906
Closed -$35K – 386
2015
Q3 		$35K Buy
+3,906
New +$41.6K 0.01% 265

Other funds holding TEF

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Moneta Group Investment Advisors's TEF Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Telefonica (TEF) in Q2 2018, closing a stake of 873 shares — an estimated $7K sold.

Moneta Group Investment Advisors first reported a position in TEF in Q3 2015 and held it in 2 quarters. The position peaked at $35K in Q3 2015. 192 funds tracked by Wall St. Rank hold TEF as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Telefonica position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 873 Telefonica shares in Q2 2018, an estimated $7K.
  • Moneta Group Investment Advisors first reported a position in Telefonica in Q3 2015 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Telefonica position peaked at $35K in Q3 2015.
  • 192 funds tracked by Wall St. Rank held Telefonica as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.