SWM
TEF

Selective Wealth Management’s Telefonica TEF Stock Holding History

Selective 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
2019
Q4 		– Sell
-476
Closed -$3K – 346
2019
Q3 		$3K Buy
+476
New +$2.88K ﹤0.01% 273

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
Goldman Sachs
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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Selective Wealth Management's TEF Position: Q4 2019 in Review

Selective Wealth Management sold out of Telefonica (TEF) in Q4 2019, closing a stake of 476 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in TEF in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 198 funds tracked by Wall St. Rank hold TEF as of Q4 2019.

  • Selective Wealth Management reported no remaining Telefonica position as of Q4 2019 after selling out during the quarter.
  • Selective Wealth Management sold 476 Telefonica shares in Q4 2019, an estimated $3K.
  • Selective Wealth Management first reported a position in Telefonica in Q3 2019 and held it in 1 quarter.
  • Selective Wealth Management's Telefonica position peaked at $3K in Q3 2019.
  • 198 funds tracked by Wall St. Rank held Telefonica as of Q4 2019.

Based on Selective Wealth Management's 13F filing for Q4 2019, filed 10 Jan 2020.