PFGIA
TEF

Patriot Financial Group Insurance Agency’s Telefonica TEF Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q1 		– Sell
-868
Closed -$5K – 1734
2019
Q4 		$5K Hold
868
– – ﹤0.01% 991
2019
Q3 		$5K Hold
868
– – ﹤0.01% 956
2019
Q2 		$6K Sell
868
-479
-36% -$3.19K ﹤0.01% 912
2019
Q1 		$9K Buy
1,347
+9
+0.7% +$63 ﹤0.01% 736
2018
Q4 		$9K Buy
+1,338
New +$9.05K 0.01% 640

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TEF Position: Q1 2020 in Review

Patriot Financial Group Insurance Agency sold out of Telefonica (TEF) in Q1 2020, closing a stake of 868 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in TEF in Q4 2018 and held it in 5 quarters. The position peaked at $9K in Q1 2019. 187 funds tracked by Wall St. Rank hold TEF as of Q1 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Telefonica position as of Q1 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 868 Telefonica shares in Q1 2020, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Telefonica in Q4 2018 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Telefonica position peaked at $9K in Q1 2019.
  • 187 funds tracked by Wall St. Rank held Telefonica as of Q1 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2020, filed 15 Apr 2020.