TI
TEF

tru Independence’s Telefonica TEF Stock Holding History

tru Independence’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
-70,216
Closed -$285 – 801
2020
Q2 		$285 Sell
70,216
-2,802
-4% -$10.9K 0.04% 213
2020
Q1 		$270 Hold
73,018
– – 0.04% 184
2019
Q4 		$270K Buy
+73,018
New +$443K 0.04% 222

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

tru Independence's TEF Position: Q3 2020 in Review

tru Independence sold out of Telefonica (TEF) in Q3 2020, closing a stake of 70,216 shares — an estimated $285 sold.

tru Independence first reported a position in TEF in Q4 2019 and held it in 3 quarters. The position peaked at $270K in Q4 2019. 158 funds tracked by Wall St. Rank hold TEF as of Q3 2020.

  • tru Independence reported no remaining Telefonica position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 70,216 Telefonica shares in Q3 2020, an estimated $285.
  • tru Independence first reported a position in Telefonica in Q4 2019 and held it in 3 quarters.
  • tru Independence's Telefonica position peaked at $270K in Q4 2019.
  • 158 funds tracked by Wall St. Rank held Telefonica as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.