WAM
TEF

Wealthspire Advisors (Maryland)’s Telefonica TEF Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,453
Closed -$17K – 1858
2019
Q1 		$17K Buy
2,453
+425
+21% +$2.97K ﹤0.01% 1349
2018
Q4 		$14K Buy
2,028
+1,662
+454% +$11.2K ﹤0.01% 1353
2018
Q3 		$2K Sell
366
-1,711
-82% -$11.7K ﹤0.01% 2192
2018
Q2 		$14K Buy
2,077
+2
+0.1% +$15 ﹤0.01% 1441
2018
Q1 		$17K Buy
2,075
+594
+40% +$4.72K ﹤0.01% 1353
2017
Q4 		$12K Sell
1,481
-521
-26% -$4.28K ﹤0.01% 1523
2017
Q3 		$17K Buy
2,002
+415
+26% +$3.64K ﹤0.01% 1364
2017
Q2 		$13K Buy
1,587
+47
+3% +$420 ﹤0.01% 1440
2017
Q1 		$14K Buy
1,540
+396
+35% +$3.26K ﹤0.01% 1210
2016
Q4 		$9K Sell
1,144
-3,629
-76% -$26.5K ﹤0.01% 1264
2016
Q3 		$37K Buy
4,773
+133
+3% +$1.03K 0.01% 868
2016
Q2 		$34K Sell
4,640
-766
-14% -$6.15K 0.01% 824
2016
Q1 		$47K Buy
5,406
+30
+0.6% +$245 0.01% 721
2015
Q4 		$46K Buy
+5,376
New +$50.9K 0.01% 742

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Wealthspire Advisors (Maryland)'s TEF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Telefonica (TEF) in Q2 2019, closing a stake of 2,453 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in TEF in Q4 2015 and held it in 14 quarters. The position peaked at $47K in Q1 2016. 195 funds tracked by Wall St. Rank hold TEF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Telefonica position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,453 Telefonica shares in Q2 2019, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in Telefonica in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Telefonica position peaked at $47K in Q1 2016.
  • 195 funds tracked by Wall St. Rank held Telefonica as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.