TWA
TEF

TCI Wealth Advisors’s Telefonica TEF Stock Holding History

TCI Wealth 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
2015
Q4 		– Sell
-307
Closed -$3K – 1080
2015
Q3 		$3K Hold
307
– – ﹤0.01% 744
2015
Q2 		$3K Hold
307
– – ﹤0.01% 753
2015
Q1 		$3K Hold
307
– – ﹤0.01% 683
2014
Q4 		$3K Sell
307
-1
-0.3% -$11 ﹤0.01% 682
2014
Q3 		$3K Buy
+308
New +$3.62K ﹤0.01% 683

Other funds holding TEF

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's TEF Position: Q4 2015 in Review

TCI Wealth Advisors sold out of Telefonica (TEF) in Q4 2015, closing a stake of 307 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in TEF in Q3 2014 and held it in 5 quarters. The position peaked at $3K in Q3 2015. 202 funds tracked by Wall St. Rank hold TEF as of Q4 2015.

  • TCI Wealth Advisors reported no remaining Telefonica position as of Q4 2015 after selling out during the quarter.
  • TCI Wealth Advisors sold 307 Telefonica shares in Q4 2015, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Telefonica in Q3 2014 and held it in 5 quarters.
  • TCI Wealth Advisors's Telefonica position peaked at $3K in Q3 2015.
  • 202 funds tracked by Wall St. Rank held Telefonica as of Q4 2015.

Based on TCI Wealth Advisors's 13F filing for Q4 2015, filed 10 Feb 2016.