Waverly Advisors’s Telefonica TEF Stock Holding History

Waverly 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	-4	Closed	–	–	362
2015 Q3	$0	Hold	4	–	–	﹤0.01%	453
2015 Q2	$0	Hold	4	–	–	﹤0.01%	396
2015 Q1	$0	Hold	4	–	–	﹤0.01%	425
2014 Q4	$0	Hold	4	–	–	﹤0.01%	645
2014 Q3	$0	Hold	4	–	–	﹤0.01%	787
2014 Q2	$0	Hold	4	–	–	﹤0.01%	755
2014 Q1	$0	Hold	4	–	–	﹤0.01%	821
2013 Q4	$0	Hold	4	–	–	﹤0.01%	842
2013 Q3	$0	Buy	+4	New	+$41	﹤0.01%	573

Other funds holding TEF

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Waverly Advisors's TEF Position: Q4 2015 in Review

Waverly Advisors sold out of Telefonica (TEF) in Q4 2015, closing a stake of 4 shares.

Waverly Advisors first reported a position in TEF in Q3 2013 and held it in 9 quarters. The position peaked at $0 in Q3 2015. 202 funds tracked by Wall St. Rank hold TEF as of Q4 2015.

Waverly Advisors reported no remaining Telefonica position as of Q4 2015 after selling out during the quarter.
Waverly Advisors sold 4 Telefonica shares in Q4 2015.
Waverly Advisors first reported a position in Telefonica in Q3 2013 and held it in 9 quarters.
Waverly Advisors's Telefonica position peaked at $0 in Q3 2015.
202 funds tracked by Wall St. Rank held Telefonica as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.