Reilly Financial Advisors’s Telefonica TEF Stock Holding History

Reilly 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
2019 Q4	–	Sell	-287	Closed	-$2K	–	924
2019 Q3	$2K	Hold	287	–	–	﹤0.01%	831
2019 Q2	$2K	Hold	287	–	–	﹤0.01%	874
2019 Q1	$2K	Hold	287	–	–	﹤0.01%	892
2018 Q4	$2K	Hold	287	–	–	﹤0.01%	868
2018 Q3	$2K	Hold	287	–	–	﹤0.01%	940
2018 Q2	$2K	Hold	287	–	–	﹤0.01%	928
2018 Q1	$2K	Hold	287	–	–	﹤0.01%	894
2017 Q4	$2K	Hold	287	–	–	﹤0.01%	891
2017 Q3	$3K	Hold	287	–	–	﹤0.01%	857
2017 Q2	$2K	Hold	287	–	–	﹤0.01%	882
2017 Q1	$3K	Hold	287	–	–	﹤0.01%	827
2016 Q4	$2K	Sell	287 -12	-4%	-$88	﹤0.01%	770
2016 Q3	$2K	Hold	299	–	–	﹤0.01%	763
2016 Q2	$2K	Hold	299	–	–	﹤0.01%	726
2016 Q1	$3K	Hold	299	–	–	﹤0.01%	1035
2015 Q4	$3K	Buy	299 +1	+0.3%	+$9	﹤0.01%	1031
2015 Q3	$3K	Sell	298 -4,365	-94%	-$46.5K	﹤0.01%	1090
2015 Q2	$50K	Hold	4,663	–	–	0.01%	434
2015 Q1	$50K	Buy	4,663 +4,032	+639%	+$44.3K	0.01%	420
2014 Q4	$7K	Buy	631 +333	+112%	+$3.73K	﹤0.01%	580
2014 Q3	$3K	Hold	298	–	–	﹤0.01%	731
2014 Q2	$4K	Hold	298	–	–	﹤0.01%	714
2014 Q1	$3K	Hold	298	–	–	﹤0.01%	738
2013 Q4	$4K	Hold	298	–	–	﹤0.01%	718
2013 Q3	$4K	Sell	298 -263	-47%	-$2.72K	﹤0.01%	635
2013 Q2	$5K	Buy	+561	New	+$5.7K	﹤0.01%	632

Other funds holding TEF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Reilly Financial Advisors's TEF Position: Q4 2019 in Review

Reilly Financial Advisors sold out of Telefonica (TEF) in Q4 2019, closing a stake of 287 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in TEF in Q2 2013 and held it in 26 quarters. The position peaked at $50K in Q2 2015. 198 funds tracked by Wall St. Rank hold TEF as of Q4 2019.

Reilly Financial Advisors reported no remaining Telefonica position as of Q4 2019 after selling out during the quarter.
Reilly Financial Advisors sold 287 Telefonica shares in Q4 2019, an estimated $2K.
Reilly Financial Advisors first reported a position in Telefonica in Q2 2013 and held it in 26 quarters.
Reilly Financial Advisors's Telefonica position peaked at $50K in Q2 2015.
198 funds tracked by Wall St. Rank held Telefonica as of Q4 2019.

Based on Reilly Financial Advisors's 13F filing for Q4 2019, filed 16 Jan 2020.