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CT Financial Advisors’s Tesla TSLA Stock Holding History

CT Financial Advisors’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
Q1 		$18.6K Buy
1,005
+285
+40% +$4.82K 0.01% 377
2016
Q4 		$10.3K Hold
720
– – 0.01% 435
2016
Q3 		$9.79K Hold
720
– – 0.01% 432
2016
Q2 		$10.2K Buy
+720
New +$10.9K 0.01% 424

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CT Financial Advisors's TSLA Position: Q1 2017 in Review

CT Financial Advisors increased its Tesla (TSLA) stake by 40% in Q1 2017, buying an estimated $4.82K and bringing the position to 1,005 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #377.

CT Financial Advisors first reported a position in TSLA in Q2 2016 and has held it in 4 quarters since. 646 funds tracked by Wall St. Rank hold TSLA as of Q1 2017.

  • CT Financial Advisors held 1,005 shares of Tesla worth $18.6K as of Q1 2017.
  • CT Financial Advisors bought 285 Tesla shares in Q1 2017, an estimated $4.82K.
  • Tesla made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #377 holding.
  • CT Financial Advisors first reported a position in Tesla in Q2 2016 and has held it in 4 quarters since.
  • 646 funds tracked by Wall St. Rank held Tesla as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.