NCM
TEF

Nelson Capital Management’s Telefonica TEF Stock Holding History

Nelson Capital 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
2019
Q4 		– Sell
-495
Closed -$3K – 266
2019
Q3 		$3K Buy
+495
New +$2.99K ﹤0.01% 300

Other funds holding TEF

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Arrowstreet Capital
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Northern Trust
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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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nelson Capital Management's TEF Position: Q4 2019 in Review

Nelson Capital Management sold out of Telefonica (TEF) in Q4 2019, closing a stake of 495 shares — an estimated $3K sold.

Nelson Capital Management first reported a position in TEF in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 198 funds tracked by Wall St. Rank hold TEF as of Q4 2019.

  • Nelson Capital Management reported no remaining Telefonica position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 495 Telefonica shares in Q4 2019, an estimated $3K.
  • Nelson Capital Management first reported a position in Telefonica in Q3 2019 and held it in 1 quarter.
  • Nelson Capital Management's Telefonica position peaked at $3K in Q3 2019.
  • 198 funds tracked by Wall St. Rank held Telefonica as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.