RFM
TEF

Royal Fund Management’s Telefonica TEF Stock Holding History

Royal Fund 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
2019
Q3 		– Sell
-601
Closed -$4K – 665
2019
Q2 		$4K Buy
601
+1
+0.2% +$7 ﹤0.01% 458
2019
Q1 		$4K Sell
600
-1
-0.2% -$7 ﹤0.01% 463
2018
Q4 		$4K Hold
601
– – ﹤0.01% 442
2018
Q3 		$3K Hold
601
– – ﹤0.01% 436
2018
Q2 		$4K Hold
601
– – ﹤0.01% 443
2018
Q1 		$4K Hold
601
– – ﹤0.01% 420
2017
Q4 		$4K Hold
601
– – ﹤0.01% 533
2017
Q3 		$5K Hold
601
– – ﹤0.01% 359
2017
Q2 		$5K Hold
601
– – ﹤0.01% 321
2017
Q1 		$5K Hold
601
– – ﹤0.01% 317
2016
Q4 		$4K Buy
+601
New +$4.4K ﹤0.01% 320

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Fund Management's TEF Position: Q3 2019 in Review

Royal Fund Management sold out of Telefonica (TEF) in Q3 2019, closing a stake of 601 shares — an estimated $4K sold.

Royal Fund Management first reported a position in TEF in Q4 2016 and held it in 11 quarters. The position peaked at $5K in Q3 2017. 176 funds tracked by Wall St. Rank hold TEF as of Q3 2019.

  • Royal Fund Management reported no remaining Telefonica position as of Q3 2019 after selling out during the quarter.
  • Royal Fund Management sold 601 Telefonica shares in Q3 2019, an estimated $4K.
  • Royal Fund Management first reported a position in Telefonica in Q4 2016 and held it in 11 quarters.
  • Royal Fund Management's Telefonica position peaked at $5K in Q3 2017.
  • 176 funds tracked by Wall St. Rank held Telefonica as of Q3 2019.

Based on Royal Fund Management's 13F filing for Q3 2019, filed 8 May 2020.