WCM
TEF

Wealthcare Capital Management’s Telefonica TEF Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-525
Closed -$3K – 598
2019
Q4 		$3K Buy
+525
New +$3.19K ﹤0.01% 370

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthcare Capital Management's TEF Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Telefonica (TEF) in Q1 2020, closing a stake of 525 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in TEF in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 187 funds tracked by Wall St. Rank hold TEF as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Telefonica position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 525 Telefonica shares in Q1 2020, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Telefonica in Q4 2019 and held it in 1 quarter.
  • Wealthcare Capital Management's Telefonica position peaked at $3K in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Telefonica as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.