NFG
TEF

Next Financial Group’s Telefonica TEF Stock Holding History

Next Financial Group’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
2021
Q1 		– Sell
-873
Closed -$3K – 2639
2020
Q4 		$3K Buy
+873
New +$2.95K ﹤0.01% 2136
2017
Q3 		– Sell
-53
Closed – – 1948
2017
Q2 		$0 Sell
53
-204
-79% -$1.82K ﹤0.01% 1981
2017
Q1 		$2K Sell
257
-893
-78% -$7.35K ﹤0.01% 1731
2016
Q4 		$9K Sell
1,150
-2
-0.2% -$15 ﹤0.01% 1705
2016
Q3 		$9K Buy
1,152
+1,099
+2,074% +$8.51K ﹤0.01% 1715
2016
Q2 		$0 Hold
53
– – ﹤0.01% 1845
2016
Q1 		$0 Sell
53
-678
-93% -$5.53K ﹤0.01% 1857
2015
Q4 		$6K Sell
731
-410
-36% -$3.88K ﹤0.01% 1342
2015
Q3 		$10K Hold
1,141
– – ﹤0.01% 1215
2015
Q2 		$12K Hold
1,141
– – ﹤0.01% 1209
2015
Q1 		$12K Sell
1,141
-1,412
-55% -$15.5K ﹤0.01% 1184
2014
Q4 		$27K Sell
2,553
-2,878
-53% -$32.2K 0.01% 870
2014
Q3 		$61K Buy
+5,431
New +$63.8K 0.01% 852

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Next Financial Group's TEF Position: Q1 2021 in Review

Next Financial Group sold out of Telefonica (TEF) in Q1 2021, closing a stake of 873 shares — an estimated $3K sold.

Next Financial Group first reported a position in TEF in Q3 2014 and held it in 13 quarters. The position peaked at $61K in Q3 2014. 186 funds tracked by Wall St. Rank hold TEF as of Q1 2021.

  • Next Financial Group reported no remaining Telefonica position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 873 Telefonica shares in Q1 2021, an estimated $3K.
  • Next Financial Group first reported a position in Telefonica in Q3 2014 and held it in 13 quarters.
  • Next Financial Group's Telefonica position peaked at $61K in Q3 2014.
  • 186 funds tracked by Wall St. Rank held Telefonica as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.