WA
TEF

WFG Advisors’s Telefonica TEF Stock Holding History

WFG 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
Q2 		$49K Buy
5,819
+496
+9% +$4.43K 0.01% 706
2017
Q1 		$48K Sell
5,323
-1,599
-23% -$13.2K 0.01% 665
2016
Q4 		$51K Sell
6,922
-13,888
-67% -$102K 0.01% 716
2016
Q3 		$163K Sell
20,810
-270
-1% -$2.09K 0.04% 415
2016
Q2 		$155K Buy
21,080
+3,528
+20% +$28.3K 0.04% 395
2016
Q1 		$152K Sell
17,552
-18
-0.1% -$147 0.04% 377
2015
Q4 		$151K Sell
17,570
-3,014
-15% -$28.5K 0.05% 361
2015
Q3 		$187K Sell
20,584
-3,256
-14% -$34.7K 0.06% 307
2015
Q2 		$255K Sell
23,840
-788
-3% -$8.69K 0.07% 277
2015
Q1 		$267K Sell
24,628
-1,586
-6% -$17.4K 0.07% 280
2014
Q4 		$281K Sell
26,214
-77,862
-75% -$872K 0.06% 346
2014
Q3 		$1.17M Buy
104,076
+1,467
+1% +$17.2K 0.22% 101
2014
Q2 		$1.29M Buy
102,609
+3,570
+4% +$43.4K 0.24% 96
2014
Q1 		$1.15M Sell
99,039
-2,667
-3% -$30.7K 0.23% 93
2013
Q4 		$1.22M Buy
101,706
+70,413
+225% +$852K 0.17% 138
2013
Q3 		$355K Buy
31,293
+1,310
+4% +$13.5K 0.06% 354
2013
Q2 		$282K Buy
+29,983
New +$305K 0.05% 384

Other funds holding TEF

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's TEF Position: Q2 2017 in Review

WFG Advisors increased its Telefonica (TEF) stake by 9.3% in Q2 2017, buying an estimated $4.43K and bringing the position to 5,819 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #706.

WFG Advisors first reported a position in TEF in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.29M in Q2 2014. 193 funds tracked by Wall St. Rank hold TEF as of Q2 2017.

  • WFG Advisors held 5,819 shares of Telefonica worth $49K as of Q2 2017.
  • WFG Advisors bought 496 Telefonica shares in Q2 2017, an estimated $4.43K.
  • Telefonica made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #706 holding.
  • WFG Advisors first reported a position in Telefonica in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Telefonica position peaked at $1.29M in Q2 2014.
  • 193 funds tracked by Wall St. Rank held Telefonica as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.