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Burt Wealth Advisors’s Tesla TSLA Stock Holding History

Burt 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
2017
Q3 		– Sell
-300
Closed -$3K – 405
2017
Q2 		$3K Buy
+300
New +$6.6K ﹤0.01% 363
2017
Q1 		– Sell
-300
Closed -$4K – 390
2016
Q4 		$4K Sell
300
-1,050
-78% -$13.8K ﹤0.01% 333
2016
Q3 		$18K Hold
1,350
– – 0.02% 228
2016
Q2 		$19K Hold
1,350
– – 0.02% 222
2016
Q1 		$21K Hold
1,350
– – 0.02% 243
2015
Q4 		$21K Hold
1,350
– – 0.02% 202
2015
Q3 		$22K Buy
1,350
+600
+80% +$10.2K 0.03% 177
2015
Q2 		$13K Hold
750
– – 0.01% 244
2015
Q1 		$9K Buy
+750
New +$10.1K 0.01% 252

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Burt Wealth Advisors's TSLA Position: Q3 2017 in Review

Burt Wealth Advisors sold out of Tesla (TSLA) in Q3 2017, closing a stake of 300 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in TSLA in Q1 2015 and held it in 9 quarters. The position peaked at $22K in Q3 2015. 742 funds tracked by Wall St. Rank hold TSLA as of Q3 2017.

  • Burt Wealth Advisors reported no remaining Tesla position as of Q3 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 300 Tesla shares in Q3 2017, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Tesla in Q1 2015 and held it in 9 quarters.
  • Burt Wealth Advisors's Tesla position peaked at $22K in Q3 2015.
  • 742 funds tracked by Wall St. Rank held Tesla as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.