SMFS
TEF

Squar Milner Financial Services’s Telefonica TEF Stock Holding History

Squar Milner Financial Services’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
-51
Closed – – 661
2019
Q2 		$0 Hold
51
– – ﹤0.01% 883
2019
Q1 		$0 Hold
51
– – ﹤0.01% 846
2018
Q4 		$0 Hold
51
– – ﹤0.01% 771
2018
Q3 		$0 Hold
51
– – ﹤0.01% 853
2018
Q2 		$0 Buy
+51
New +$389 ﹤0.01% 846

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

Squar Milner Financial Services's TEF Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Telefonica (TEF) in Q3 2019, closing a stake of 51 shares.

Squar Milner Financial Services first reported a position in TEF in Q2 2018 and held it in 5 quarters. The position peaked at $0 in Q2 2019. 176 funds tracked by Wall St. Rank hold TEF as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Telefonica position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 51 Telefonica shares in Q3 2019.
  • Squar Milner Financial Services first reported a position in Telefonica in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's Telefonica position peaked at $0 in Q2 2019.
  • 176 funds tracked by Wall St. Rank held Telefonica as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.