TRUE Private Wealth Advisors’s Telefonica TEF Stock Holding History

TRUE Private 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
2020 Q2	–	Sell	-37	Closed	–	–	746
2020 Q1	$0	Buy	37 +1	+3%	+$5	﹤0.01%	828
2019 Q4	$0	Buy	+36	New	+$219	﹤0.01%	819
2019 Q3	–	Sell	-36	Closed	–	–	657
2019 Q2	$0	Buy	+36	New	+$239	﹤0.01%	808
2018 Q4	–	Sell	-36	Closed	-$226	–	841
2018 Q3	$226	Buy	+36	New	+$246	﹤0.01%	1100

Other funds holding TEF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TRUE Private Wealth Advisors's TEF Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of Telefonica (TEF) in Q2 2020, closing a stake of 37 shares.

TRUE Private Wealth Advisors first reported a position in TEF in Q3 2018 and held it in 4 quarters. The position peaked at $226 in Q3 2018. 172 funds tracked by Wall St. Rank hold TEF as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining Telefonica position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 37 Telefonica shares in Q2 2020.
TRUE Private Wealth Advisors first reported a position in Telefonica in Q3 2018 and held it in 4 quarters.
TRUE Private Wealth Advisors's Telefonica position peaked at $226 in Q3 2018.
172 funds tracked by Wall St. Rank held Telefonica as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.