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 $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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return