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Counsel Portfolio Services’s Tesla TSLA Stock Holding History

Counsel Portfolio Services’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
2015
Q1 		– Sell
-209,370
Closed -$3.1M – 308
2014
Q4 		$3.1M Hold
209,370
– – 0.31% 98
2014
Q3 		$3.39M Buy
+209,370
New +$3.46M 0.35% 91

Other funds holding TSLA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Counsel Portfolio Services's TSLA Position: Q1 2015 in Review

Counsel Portfolio Services sold out of Tesla (TSLA) in Q1 2015, closing a stake of 209,370 shares — an estimated $3.1M sold.

Counsel Portfolio Services first reported a position in TSLA in Q3 2014 and held it in 2 quarters. The position peaked at $3.39M in Q3 2014. 465 funds tracked by Wall St. Rank hold TSLA as of Q1 2015.

  • Counsel Portfolio Services reported no remaining Tesla position as of Q1 2015 after selling out during the quarter.
  • Counsel Portfolio Services sold 209,370 Tesla shares in Q1 2015, an estimated $3.1M.
  • Counsel Portfolio Services first reported a position in Tesla in Q3 2014 and held it in 2 quarters.
  • Counsel Portfolio Services's Tesla position peaked at $3.39M in Q3 2014.
  • 465 funds tracked by Wall St. Rank held Tesla as of Q1 2015.

Based on Counsel Portfolio Services's 13F filing for Q1 2015, filed 13 May 2015.