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Fiduciary Financial Services of The Southwest’s Tesla TSLA Stock Holding History

Fiduciary Financial Services of The Southwest’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
2018
Q1 		– Sell
-10,830
Closed -$225K – 156
2017
Q4 		$225K Hold
10,830
– – 0.07% 148
2017
Q3 		$246K Hold
10,830
– – 0.07% 138
2017
Q2 		$261K Hold
10,830
– – 0.08% 137
2017
Q1 		$201K Buy
+10,830
New +$183K 0.06% 142

Other funds holding TSLA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's TSLA Position: Q1 2018 in Review

Fiduciary Financial Services of The Southwest sold out of Tesla (TSLA) in Q1 2018, closing a stake of 10,830 shares — an estimated $225K sold.

Fiduciary Financial Services of The Southwest first reported a position in TSLA in Q1 2017 and held it in 4 quarters. The position peaked at $261K in Q2 2017. 776 funds tracked by Wall St. Rank hold TSLA as of Q1 2018.

  • Fiduciary Financial Services of The Southwest reported no remaining Tesla position as of Q1 2018 after selling out during the quarter.
  • Fiduciary Financial Services of The Southwest sold 10,830 Tesla shares in Q1 2018, an estimated $225K.
  • Fiduciary Financial Services of The Southwest first reported a position in Tesla in Q1 2017 and held it in 4 quarters.
  • Fiduciary Financial Services of The Southwest's Tesla position peaked at $261K in Q2 2017.
  • 776 funds tracked by Wall St. Rank held Tesla as of Q1 2018.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q1 2018, filed 30 Apr 2018.