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Energy Opportunities Capital Management’s Tesla TSLA Stock Holding History

Energy Opportunities Capital 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
Q4 		– Sell
-57,255
Closed -$1.3M – 60
2017
Q3 		$1.3M Buy
+57,255
New +$1.32M 0.85% 38

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Energy Opportunities Capital Management's TSLA Position: Q4 2017 in Review

Energy Opportunities Capital Management sold out of Tesla (TSLA) in Q4 2017, closing a stake of 57,255 shares — an estimated $1.3M sold.

Energy Opportunities Capital Management first reported a position in TSLA in Q3 2017 and held it in 1 quarter. The position peaked at $1.3M in Q3 2017. 779 funds tracked by Wall St. Rank hold TSLA as of Q4 2017.

  • Energy Opportunities Capital Management reported no remaining Tesla position as of Q4 2017 after selling out during the quarter.
  • Energy Opportunities Capital Management sold 57,255 Tesla shares in Q4 2017, an estimated $1.3M.
  • Energy Opportunities Capital Management first reported a position in Tesla in Q3 2017 and held it in 1 quarter.
  • Energy Opportunities Capital Management's Tesla position peaked at $1.3M in Q3 2017.
  • 779 funds tracked by Wall St. Rank held Tesla as of Q4 2017.

Based on Energy Opportunities Capital Management's 13F filing for Q4 2017, filed 9 Feb 2018.