Sigma Planning Corp’s Telefonica TEF Stock Holding History

Sigma Planning Corp’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
2022 Q3	–	Sell	-73,804	Closed	-$379K	–	1343
2022 Q2	$379K	Buy	+73,804	New	+$361K	0.01%	871
2016 Q1	–	Sell	-104,617	Closed	-$899K	–	772
2015 Q4	$899K	Sell	104,617 -7,262	-6%	-$68.8K	0.13%	192
2015 Q3	$1.02M	Buy	111,879 +8,584	+8%	+$91.4K	0.16%	153
2015 Q2	$1.11M	Sell	103,295 -3,558	-3%	-$39.2K	0.15%	162
2015 Q1	$1.16M	Buy	106,853 +30,231	+39%	+$332K	0.15%	163
2014 Q4	$822K	Buy	+76,622	New	+$858K	0.11%	225

Other funds holding TEF

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Sigma Planning Corp's TEF Position: Q3 2022 in Review

Sigma Planning Corp sold out of Telefonica (TEF) in Q3 2022, closing a stake of 73,804 shares — an estimated $379K sold.

Sigma Planning Corp first reported a position in TEF in Q4 2014 and held it in 6 quarters. The position peaked at $1.16M in Q1 2015. 199 funds tracked by Wall St. Rank hold TEF as of Q3 2022.

Sigma Planning Corp reported no remaining Telefonica position as of Q3 2022 after selling out during the quarter.
Sigma Planning Corp sold 73,804 Telefonica shares in Q3 2022, an estimated $379K.
Sigma Planning Corp first reported a position in Telefonica in Q4 2014 and held it in 6 quarters.
Sigma Planning Corp's Telefonica position peaked at $1.16M in Q1 2015.
199 funds tracked by Wall St. Rank held Telefonica as of Q3 2022.

Based on Sigma Planning Corp's 13F filing for Q3 2022, filed 10 Nov 2022.