Constellation Investments’s Tesla TSLA Stock Holding History

Constellation Investments’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
2016 Q1	$781K	Buy	51,000 +1,500	+3%	+$19.7K	0.14%	155
2015 Q4	$792K	Buy	49,500 +750	+2%	+$11.2K	0.15%	152
2015 Q3	$807K	Buy	48,750 +1,500	+3%	+$25.5K	0.17%	137
2015 Q2	$845K	Buy	47,250 +375	+0.8%	+$5.93K	0.16%	142
2015 Q1	$590K	Buy	46,875 +1,125	+2%	+$15.2K	0.11%	204
2014 Q4	$678K	Buy	45,750 +1,125	+3%	+$17.6K	0.14%	167
2014 Q3	$722K	Hold	44,625	–	–	0.16%	144
2014 Q2	$714K	Sell	44,625 -1,125	-2%	-$15.7K	0.17%	145
2014 Q1	$636K	Buy	45,750 +3,375	+8%	+$45.2K	0.15%	153
2013 Q4	$425K	Buy	42,375 +3,000	+8%	+$30.6K	0.11%	224
2013 Q3	$508K	Buy	+39,375	New	+$390K	0.16%	164

Other funds holding TSLA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Constellation Investments's TSLA Position: Q1 2016 in Review

Constellation Investments increased its Tesla (TSLA) stake by 3% in Q1 2016, buying an estimated $19.7K and bringing the position to 51,000 shares worth $781K. The position accounts for 0.14% of the portfolio, ranked #155.

Constellation Investments first reported a position in TSLA in Q3 2013 and has held it in 11 quarters since. The position peaked at $845K in Q2 2015. 577 funds tracked by Wall St. Rank hold TSLA as of Q1 2016.

Constellation Investments held 51,000 shares of Tesla worth $781K as of Q1 2016.
Constellation Investments bought 1,500 Tesla shares in Q1 2016, an estimated $19.7K.
Tesla made up 0.14% of Constellation Investments's portfolio in Q1 2016, its #155 holding.
Constellation Investments first reported a position in Tesla in Q3 2013 and has held it in 11 quarters since.
Constellation Investments's Tesla position peaked at $845K in Q2 2015.
577 funds tracked by Wall St. Rank held Tesla as of Q1 2016.

Based on Constellation Investments's 13F filing for Q1 2016, filed 28 Apr 2016.