WA
TEF

Winfield Associates’s Telefonica TEF Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-1,114
Closed -$9K – 596
2017
Q4 		$9K Sell
1,114
-402
-27% -$3.3K ﹤0.01% 443
2017
Q3 		$13K Sell
1,516
-37
-2% -$324 0.01% 382
2017
Q2 		$13K Sell
1,553
-254
-14% -$2.27K 0.01% 368
2017
Q1 		$16K Sell
1,807
-130
-7% -$1.07K 0.01% 305
2016
Q4 		$14K Buy
1,937
+109
+6% +$797 0.01% 320
2016
Q3 		$14K Buy
1,828
+187
+11% +$1.45K 0.01% 303
2016
Q2 		$12K Buy
1,641
+161
+11% +$1.29K 0.01% 308
2016
Q1 		$13K Buy
+1,480
New +$12.1K 0.01% 288

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Winfield Associates's TEF Position: Q1 2018 in Review

Winfield Associates sold out of Telefonica (TEF) in Q1 2018, closing a stake of 1,114 shares — an estimated $9K sold.

Winfield Associates first reported a position in TEF in Q1 2016 and held it in 8 quarters. The position peaked at $16K in Q1 2017. 199 funds tracked by Wall St. Rank hold TEF as of Q1 2018.

  • Winfield Associates reported no remaining Telefonica position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 1,114 Telefonica shares in Q1 2018, an estimated $9K.
  • Winfield Associates first reported a position in Telefonica in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Telefonica position peaked at $16K in Q1 2017.
  • 199 funds tracked by Wall St. Rank held Telefonica as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.