CCM
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Catawba Capital Management’s Tesla TSLA Stock Holding History

Catawba Capital Management’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
2018
Q2 		$1.01M Hold
44,025
– – 0.24% 90
2018
Q1 		$781K Hold
44,025
– – 0.19% 105
2017
Q4 		$914K Buy
44,025
+2,475
+6% +$53.8K 0.21% 97
2017
Q3 		$945K Hold
41,550
– – 0.21% 99
2017
Q2 		$1M Hold
41,550
– – 0.23% 95
2017
Q1 		$771K Buy
41,550
+1,650
+4% +$27.9K 0.17% 125
2016
Q4 		$568K Hold
39,900
– – 0.13% 140
2016
Q3 		$543K Hold
39,900
– – 0.13% 148
2016
Q2 		$565K Buy
39,900
+6,000
+18% +$90.9K 0.14% 138
2016
Q1 		$519K Buy
33,900
+6,450
+23% +$84.8K 0.13% 139
2015
Q4 		$439K Buy
+27,450
New +$411K 0.12% 142

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T. Rowe Price Associates
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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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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