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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 $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