SGA
TEF

Strategic Global Advisors’s Telefonica TEF Stock Holding History

Strategic Global 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
2020
Q3 		– Sell
-109,340
Closed -$444K – 166
2020
Q2 		$444K Buy
109,340
+7,678
+8% +$29.7K 0.09% 127
2020
Q1 		$375K Sell
101,662
-1,113
-1% -$5.5K 0.1% 125
2019
Q4 		$579K Buy
+102,775
New +$624K 0.12% 121

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Strategic Global Advisors's TEF Position: Q3 2020 in Review

Strategic Global Advisors sold out of Telefonica (TEF) in Q3 2020, closing a stake of 109,340 shares — an estimated $444K sold.

Strategic Global Advisors first reported a position in TEF in Q4 2019 and held it in 3 quarters. The position peaked at $579K in Q4 2019. 158 funds tracked by Wall St. Rank hold TEF as of Q3 2020.

  • Strategic Global Advisors reported no remaining Telefonica position as of Q3 2020 after selling out during the quarter.
  • Strategic Global Advisors sold 109,340 Telefonica shares in Q3 2020, an estimated $444K.
  • Strategic Global Advisors first reported a position in Telefonica in Q4 2019 and held it in 3 quarters.
  • Strategic Global Advisors's Telefonica position peaked at $579K in Q4 2019.
  • 158 funds tracked by Wall St. Rank held Telefonica as of Q3 2020.

Based on Strategic Global Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.