RIA
TEF

Regal Investment Advisors’s Telefonica TEF Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-485
Closed -$4K – 809
2015
Q3 		$4K Hold
485
– – ﹤0.01% 847
2015
Q2 		$5K Sell
485
-260
-35% -$2.87K ﹤0.01% 753
2015
Q1 		$8K Sell
745
-909
-55% -$10K ﹤0.01% 739
2014
Q4 		$18K Buy
1,654
+222
+16% +$2.49K ﹤0.01% 554
2014
Q3 		$16K Sell
1,432
-138
-9% -$1.62K ﹤0.01% 601
2014
Q2 		$20K Buy
1,570
+1
+0.1% +$12 0.01% 550
2014
Q1 		$18K Hold
1,569
– – 0.01% 538
2013
Q4 		$19K Buy
1,569
+913
+139% +$11K 0.01% 465
2013
Q3 		$7K Buy
656
+86
+15% +$889 ﹤0.01% 668
2013
Q2 		$5K Buy
+570
New +$5.79K ﹤0.01% 707

Other funds holding TEF

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Investment Advisors's TEF Position: Q4 2015 in Review

Regal Investment Advisors sold out of Telefonica (TEF) in Q4 2015, closing a stake of 485 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in TEF in Q2 2013 and held it in 10 quarters. The position peaked at $20K in Q2 2014. 202 funds tracked by Wall St. Rank hold TEF as of Q4 2015.

  • Regal Investment Advisors reported no remaining Telefonica position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 485 Telefonica shares in Q4 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in Telefonica in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Telefonica position peaked at $20K in Q2 2014.
  • 202 funds tracked by Wall St. Rank held Telefonica as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.