TCBWMS
TEF

Texas Capital Bank Wealth Management Services’s Telefonica TEF Stock Holding History

Texas Capital Bank Wealth Management 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
2020
Q4 		– Sell
-12,375
Closed -$36K – 166
2020
Q3 		$36K Buy
+12,375
New +$43.6K 0.01% 155

Other funds holding TEF

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's TEF Position: Q4 2020 in Review

Texas Capital Bank Wealth Management Services sold out of Telefonica (TEF) in Q4 2020, closing a stake of 12,375 shares — an estimated $36K sold.

Texas Capital Bank Wealth Management Services first reported a position in TEF in Q3 2020 and held it in 1 quarter. The position peaked at $36K in Q3 2020. 185 funds tracked by Wall St. Rank hold TEF as of Q4 2020.

  • Texas Capital Bank Wealth Management Services reported no remaining Telefonica position as of Q4 2020 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 12,375 Telefonica shares in Q4 2020, an estimated $36K.
  • Texas Capital Bank Wealth Management Services first reported a position in Telefonica in Q3 2020 and held it in 1 quarter.
  • Texas Capital Bank Wealth Management Services's Telefonica position peaked at $36K in Q3 2020.
  • 185 funds tracked by Wall St. Rank held Telefonica as of Q4 2020.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2020, filed 12 Feb 2021.