Walled Lake Planning & Wealth Management’s Telefonica TEF Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q4	–	Sell	-163	Closed	-$1K	–	289
2021 Q3	$1K	Hold	163	–	–	﹤0.01%	319
2021 Q2	$1K	Sell	163 -8	-5%	-$35	﹤0.01%	307
2021 Q1	$1K	Hold	171	–	–	﹤0.01%	303
2020 Q4	$1K	Sell	171 -10	-6%	-$34	﹤0.01%	312
2020 Q3	$1K	Hold	181	–	–	﹤0.01%	329
2020 Q2	$1K	Sell	181 -7	-4%	-$27	﹤0.01%	324
2020 Q1	$1K	Hold	188	–	–	﹤0.01%	312
2019 Q4	$1K	Buy	+188	New	+$1.14K	﹤0.01%	270

Other funds holding TEF

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Walled Lake Planning & Wealth Management's TEF Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Telefonica (TEF) in Q4 2021, closing a stake of 163 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in TEF in Q4 2019 and held it in 8 quarters. The position peaked at $1K in Q3 2021. 224 funds tracked by Wall St. Rank hold TEF as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Telefonica position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 163 Telefonica shares in Q4 2021, an estimated $1K.
Walled Lake Planning & Wealth Management first reported a position in Telefonica in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Telefonica position peaked at $1K in Q3 2021.
224 funds tracked by Wall St. Rank held Telefonica as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.