WCA
TEF

Westover Capital Advisors’s Telefonica TEF Stock Holding History

Westover Capital 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
2017
Q4 		– Sell
-44,469
Closed -$388K – 125
2017
Q3 		$388K Buy
44,469
+907
+2% +$7.95K 0.23% 85
2017
Q2 		$366K Buy
+43,562
New +$389K 0.24% 80

Other funds holding TEF

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Westover Capital Advisors's TEF Position: Q4 2017 in Review

Westover Capital Advisors sold out of Telefonica (TEF) in Q4 2017, closing a stake of 44,469 shares — an estimated $388K sold.

Westover Capital Advisors first reported a position in TEF in Q2 2017 and held it in 2 quarters. The position peaked at $388K in Q3 2017. 200 funds tracked by Wall St. Rank hold TEF as of Q4 2017.

  • Westover Capital Advisors reported no remaining Telefonica position as of Q4 2017 after selling out during the quarter.
  • Westover Capital Advisors sold 44,469 Telefonica shares in Q4 2017, an estimated $388K.
  • Westover Capital Advisors first reported a position in Telefonica in Q2 2017 and held it in 2 quarters.
  • Westover Capital Advisors's Telefonica position peaked at $388K in Q3 2017.
  • 200 funds tracked by Wall St. Rank held Telefonica as of Q4 2017.

Based on Westover Capital Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.