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Bellwether Investment Group’s Tesla TSLA Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-1,350
Closed -$25K – 572
2017
Q1 		$25K Sell
1,350
-300
-18% -$5.08K 0.07% 257
2016
Q4 		$24K Buy
+1,650
New +$21.7K 0.02% 403
2016
Q2 		$18K Buy
+1,275
New +$19.3K 0.02% 341

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Bellwether Investment Group's TSLA Position: Q2 2017 in Review

Bellwether Investment Group sold out of Tesla (TSLA) in Q2 2017, closing a stake of 1,350 shares — an estimated $25K sold.

Bellwether Investment Group first reported a position in TSLA in Q2 2016 and held it in 3 quarters. The position peaked at $25K in Q1 2017. 722 funds tracked by Wall St. Rank hold TSLA as of Q2 2017.

  • Bellwether Investment Group reported no remaining Tesla position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,350 Tesla shares in Q2 2017, an estimated $25K.
  • Bellwether Investment Group first reported a position in Tesla in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Tesla position peaked at $25K in Q1 2017.
  • 722 funds tracked by Wall St. Rank held Tesla as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.