PVWM
TEF

Point View Wealth Management’s Telefonica TEF Stock Holding History

Point View Wealth 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
2020
Q4 		$220K Sell
61,349
-5,145
-8% -$17.4K 0.09% 242
2020
Q3 		$193K Sell
66,494
-10,636
-14% -$37.4K 0.09% 238
2020
Q2 		$313K Sell
77,130
-11,973
-13% -$46.4K 0.15% 183
2020
Q1 		$329K Buy
89,103
+1,729
+2% +$8.55K 0.18% 169
2019
Q4 		$492K Sell
87,374
-5,850
-6% -$35.5K 0.2% 152
2019
Q3 		$572K Sell
93,224
-14,381
-13% -$86.9K 0.26% 127
2019
Q2 		$721K Sell
107,605
-1,163
-1% -$7.73K 0.31% 113
2019
Q1 		$735K Buy
108,768
+652
+0.6% +$4.56K 0.33% 109
2018
Q4 		$739K Buy
108,116
+2,875
+3% +$19.4K 0.37% 95
2018
Q3 		$668K Sell
105,241
-1,531
-1% -$10.5K 0.3% 119
2018
Q2 		$736K Buy
106,772
+1,721
+2% +$13.1K 0.34% 107
2018
Q1 		$838K Sell
105,051
-761
-0.7% -$6.04K 0.4% 86
2017
Q4 		$828K Sell
105,812
-480
-0.5% -$3.94K 0.39% 89
2017
Q3 		$927K Buy
106,292
+1,678
+2% +$14.7K 0.45% 78
2017
Q2 		$878K Buy
104,614
+2,594
+3% +$23.2K 0.43% 81
2017
Q1 		$922K Buy
102,020
+6,357
+7% +$52.3K 0.48% 73
2016
Q4 		$711K Sell
95,663
-29,686
-24% -$217K 0.41% 85
2016
Q3 		$982K Sell
125,349
-5,360
-4% -$41.5K 0.58% 53
2016
Q2 		$963K Buy
130,709
+4,404
+3% +$35.4K 0.58% 51
2016
Q1 		$1.09M Buy
126,305
+9,447
+8% +$77K 0.7% 39
2015
Q4 		$1M Buy
116,858
+11,731
+11% +$111K 0.73% 40
2015
Q3 		$955K Buy
105,127
+15,002
+17% +$160K 0.76% 39
2015
Q2 		$966K Buy
90,125
+326
+0.4% +$3.6K 0.75% 41
2015
Q1 		$973K Buy
89,799
+20,112
+29% +$221K 0.75% 40
2014
Q4 		$747K Buy
69,687
+4,903
+8% +$54.9K 0.56% 54
2014
Q3 		$731K Hold
64,784
– – 0.62% 52
2014
Q2 		$816K Sell
64,784
-306
-0.5% -$3.72K 0.71% 47
2014
Q1 		$754K Buy
65,090
+1,136
+2% +$13.1K 0.69% 46
2013
Q4 		$767K Buy
+63,954
New +$774K 0.73% 45

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $696M AUM 46.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Point View Wealth Management's TEF Position: Q4 2020 in Review

Point View Wealth Management reduced its Telefonica (TEF) stake by 7.7% in Q4 2020, selling an estimated $17.4K and leaving 61,349 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #242.

Point View Wealth Management first reported a position in TEF in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.09M in Q1 2016. 185 funds tracked by Wall St. Rank hold TEF as of Q4 2020.

  • Point View Wealth Management held 61,349 shares of Telefonica worth $220K as of Q4 2020.
  • Point View Wealth Management sold 5,145 Telefonica shares in Q4 2020, an estimated $17.4K.
  • Telefonica made up 0.09% of Point View Wealth Management's portfolio in Q4 2020, its #242 holding.
  • Point View Wealth Management first reported a position in Telefonica in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Telefonica position peaked at $1.09M in Q1 2016.
  • 185 funds tracked by Wall St. Rank held Telefonica as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.