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Concert Wealth Management’s Tesla TSLA Stock Holding History

Concert Wealth 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
2017
Q3 		– Sell
-8,790
Closed -$212K – 129
2017
Q2 		$212K Sell
8,790
-37,575
-81% -$827K 0.21% 137
2017
Q1 		$655K Buy
46,365
+1,065
+2% +$18K 0.15% 198
2016
Q4 		$639K Sell
45,300
-240
-0.5% -$3.15K 0.14% 205
2016
Q3 		$615K Sell
45,540
-3,990
-8% -$57.6K 0.07% 332
2016
Q2 		$696K Sell
49,530
-2,580
-5% -$39.1K 0.09% 269
2016
Q1 		$793K Buy
52,110
+5,415
+12% +$71.2K 0.11% 247
2015
Q4 		$744K Buy
46,695
+870
+2% +$13K 0.1% 257
2015
Q3 		$756K Buy
45,825
+2,400
+6% +$40.8K 0.1% 256
2015
Q2 		$777K Buy
+43,425
New +$687K 0.1% 264
2015
Q1 		– Sell
-37,125
Closed -$548K – 615
2014
Q4 		$548K Buy
37,125
+9,795
+36% +$153K 0.08% 297
2014
Q3 		$442K Buy
27,330
+3,810
+16% +$62.9K 0.06% 294
2014
Q2 		$370K Sell
23,520
-1,410
-6% -$19.7K 0.05% 362
2014
Q1 		$353K Buy
24,930
+4,620
+23% +$61.9K 0.04% 365
2013
Q4 		$202K Buy
+20,310
New +$207K 0.03% 493

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 $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Concert Wealth Management's TSLA Position: Q3 2017 in Review

Concert Wealth Management sold out of Tesla (TSLA) in Q3 2017, closing a stake of 8,790 shares — an estimated $212K sold.

Concert Wealth Management first reported a position in TSLA in Q4 2013 and held it in 14 quarters. The position peaked at $793K in Q1 2016. 742 funds tracked by Wall St. Rank hold TSLA as of Q3 2017.

  • Concert Wealth Management reported no remaining Tesla position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 8,790 Tesla shares in Q3 2017, an estimated $212K.
  • Concert Wealth Management first reported a position in Tesla in Q4 2013 and held it in 14 quarters.
  • Concert Wealth Management's Tesla position peaked at $793K in Q1 2016.
  • 742 funds tracked by Wall St. Rank held Tesla as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.