PMFA
TEF

Plante Moran Financial Advisors’s Telefonica TEF Stock Holding History

Plante Moran Financial 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
2020
Q2 		– Sell
-56
Closed – – 843
2020
Q1 		$0 Buy
+56
New +$277 ﹤0.01% 835
2016
Q1 		– Sell
-15
Closed – – 1024
2015
Q4 		$0 Buy
+15
New +$142 ﹤0.01% 991
2015
Q1 		– Sell
-79
Closed -$1K – 788
2014
Q4 		$1K Buy
+79
New +$885 ﹤0.01% 790
2014
Q1 		– Sell
-594
Closed -$7K – 692
2013
Q4 		$7K Buy
+594
New +$7.19K ﹤0.01% 505
2013
Q3 		– Sell
-3,407
Closed -$32K – 666
2013
Q2 		$32K Buy
+3,407
New +$34.6K 0.02% 208

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
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 $14.8B AUM 32.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Plante Moran Financial Advisors's TEF Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of Telefonica (TEF) in Q2 2020, closing a stake of 56 shares.

Plante Moran Financial Advisors first reported a position in TEF in Q2 2013 and held it in 5 quarters. The position peaked at $32K in Q2 2013. 172 funds tracked by Wall St. Rank hold TEF as of Q2 2020.

  • Plante Moran Financial Advisors reported no remaining Telefonica position as of Q2 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 56 Telefonica shares in Q2 2020.
  • Plante Moran Financial Advisors first reported a position in Telefonica in Q2 2013 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Telefonica position peaked at $32K in Q2 2013.
  • 172 funds tracked by Wall St. Rank held Telefonica as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.