Partnervest Advisory Services’s Telefonica TEF Stock Holding History

Partnervest Advisory Services’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	–	Sell	-136	Closed	-$2K	–	721
2014 Q2	$2K	Hold	136	–	–	﹤0.01%	978
2014 Q1	$2K	Hold	136	–	–	﹤0.01%	962
2013 Q4	$2K	Hold	136	–	–	﹤0.01%	936
2013 Q3	$2K	Hold	136	–	–	﹤0.01%	950
2013 Q2	$1K	Buy	+136	New	+$1.38K	﹤0.01%	919

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

Partnervest Advisory Services's TEF Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Telefonica (TEF) in Q3 2014, closing a stake of 136 shares — an estimated $2K sold.

Partnervest Advisory Services first reported a position in TEF in Q2 2013 and held it in 5 quarters. The position peaked at $2K in Q2 2014. 211 funds tracked by Wall St. Rank hold TEF as of Q3 2014.

Partnervest Advisory Services reported no remaining Telefonica position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 136 Telefonica shares in Q3 2014, an estimated $2K.
Partnervest Advisory Services first reported a position in Telefonica in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Telefonica position peaked at $2K in Q2 2014.
211 funds tracked by Wall St. Rank held Telefonica as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.