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Ancora Family Wealth Advisors’s Tesla TSLA Stock Holding History

Ancora Family Wealth Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$247K Buy
18,150
+525
+3% +$7.58K 0.08% 189
2016
Q2 		$249K Hold
17,625
– – 0.09% 165
2016
Q1 		$270K Buy
17,625
+3,075
+21% +$40.4K 0.11% 155
2015
Q4 		$233K Buy
+14,550
New +$218K 0.1% 163

Other funds holding TSLA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ancora Family Wealth Advisors's TSLA Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Tesla (TSLA) stake by 3% in Q3 2016, buying an estimated $7.58K and bringing the position to 18,150 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #189.

Ancora Family Wealth Advisors first reported a position in TSLA in Q4 2015 and has held it in 4 quarters since. The position peaked at $270K in Q1 2016. 557 funds tracked by Wall St. Rank hold TSLA as of Q3 2016.

  • Ancora Family Wealth Advisors held 18,150 shares of Tesla worth $247K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 525 Tesla shares in Q3 2016, an estimated $7.58K.
  • Tesla made up 0.08% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #189 holding.
  • Ancora Family Wealth Advisors first reported a position in Tesla in Q4 2015 and has held it in 4 quarters since.
  • Ancora Family Wealth Advisors's Tesla position peaked at $270K in Q1 2016.
  • 557 funds tracked by Wall St. Rank held Tesla as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.