WealthStone’s Telefonica TEF Stock Holding History

WealthStone’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 Q1	$103K	Buy	25,755 +1,813	+8%	+$7.38K	0.04%	267
2020 Q4	$86K	Buy	+23,942	New	+$80.9K	0.03%	242
2019 Q3	–	Sell	-68	Closed	-$455	–	547
2019 Q2	$455	Buy	+68	New	+$452	﹤0.01%	924

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

IIA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WealthStone's TEF Position: Q1 2021 in Review

WealthStone increased its Telefonica (TEF) stake by 7.6% in Q1 2021, buying an estimated $7.38K and bringing the position to 25,755 shares worth $103K. The position accounts for 0.04% of the portfolio, ranked #267.

WealthStone first reported a position in TEF in Q2 2019 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold TEF as of Q1 2021.

WealthStone held 25,755 shares of Telefonica worth $103K as of Q1 2021.
WealthStone bought 1,813 Telefonica shares in Q1 2021, an estimated $7.38K.
Telefonica made up 0.04% of WealthStone's portfolio in Q1 2021, its #267 holding.
WealthStone first reported a position in Telefonica in Q2 2019 and has held it in 3 quarters since.
186 funds tracked by Wall St. Rank held Telefonica as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.