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Appropriate Balance Financial Services’s Tesla TSLA Stock Holding History

Appropriate Balance Financial Services’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
2017
Q3 		$2.22K Sell
11,370
-525
-4% -$12.1K 0.11% 25
2017
Q2 		$2.19K Buy
11,895
+2,895
+32% +$63.7K 0.11% 24
2017
Q1 		$2.16K Sell
9,000
-26,070
-74% -$441K 0.11% 25
2016
Q4 		$499K Sell
35,070
-3,705
-10% -$48.7K 0.31% 25
2016
Q3 		$527K Sell
38,775
-690
-2% -$9.96K 0.34% 25
2016
Q2 		$558K Sell
39,465
-1,080
-3% -$16.4K 0.37% 23
2016
Q1 		$621K Sell
40,545
-5,430
-12% -$71.4K 0.43% 17
2015
Q4 		$735K Buy
+45,975
New +$688K 0.51% 13

Other funds holding TSLA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Appropriate Balance Financial Services's TSLA Position: Q3 2017 in Review

Appropriate Balance Financial Services reduced its Tesla (TSLA) stake by 4.4% in Q3 2017, selling an estimated $12.1K and leaving 11,370 shares worth $2.22K. The position accounts for 0.11% of the portfolio, ranked #25.

Appropriate Balance Financial Services first reported a position in TSLA in Q4 2015 and has held it in 8 quarters since. The position peaked at $735K in Q4 2015. 742 funds tracked by Wall St. Rank hold TSLA as of Q3 2017.

  • Appropriate Balance Financial Services held 11,370 shares of Tesla worth $2.22K as of Q3 2017.
  • Appropriate Balance Financial Services sold 525 Tesla shares in Q3 2017, an estimated $12.1K.
  • Tesla made up 0.11% of Appropriate Balance Financial Services's portfolio in Q3 2017, its #25 holding.
  • Appropriate Balance Financial Services first reported a position in Tesla in Q4 2015 and has held it in 8 quarters since.
  • Appropriate Balance Financial Services's Tesla position peaked at $735K in Q4 2015.
  • 742 funds tracked by Wall St. Rank held Tesla as of Q3 2017.

Based on Appropriate Balance Financial Services's 13F filing for Q3 2017, filed 10 Oct 2017.