WAP
TEF

Wealthcare Advisory Partners’s Telefonica TEF Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-68
Closed – – 1731
2021
Q1 		$0 Buy
+68
New +$277 ﹤0.01% 2111
2020
Q2 		– Sell
-71
Closed – – 1239
2020
Q1 		$0 Hold
71
– – ﹤0.01% 1583
2019
Q4 		$0 Hold
71
– – ﹤0.01% 1437
2019
Q3 		$0 Hold
71
– – ﹤0.01% 1415
2019
Q2 		$0 Hold
71
– – ﹤0.01% 1357
2019
Q1 		$0 Hold
71
– – ﹤0.01% 1278
2018
Q4 		$0 Sell
71
-1,428
-95% -$9.66K ﹤0.01% 1279
2018
Q3 		$10K Hold
1,499
– – ﹤0.01% 853
2018
Q2 		$10K Buy
1,499
+1,468
+4,735% +$11.2K ﹤0.01% 846
2018
Q1 		$0 Hold
31
– – ﹤0.01% 1240
2017
Q4 		$0 Buy
+31
New +$255 ﹤0.01% 1183

Other funds holding TEF

Morgan Stanley
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthcare Advisory Partners's TEF Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Telefonica (TEF) in Q2 2021, closing a stake of 68 shares.

Wealthcare Advisory Partners first reported a position in TEF in Q4 2017 and held it in 11 quarters. The position peaked at $10K in Q3 2018. 197 funds tracked by Wall St. Rank hold TEF as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Telefonica position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 68 Telefonica shares in Q2 2021.
  • Wealthcare Advisory Partners first reported a position in Telefonica in Q4 2017 and held it in 11 quarters.
  • Wealthcare Advisory Partners's Telefonica position peaked at $10K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held Telefonica as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.