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Gary Goldberg Planning Services’s Tesla TSLA Stock Holding History

Gary Goldberg Planning 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
2014
Q2 		– Sell
-225
Closed -$3K – 462
2014
Q1 		$3K Buy
+225
New +$3.01K ﹤0.01% 370

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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 $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gary Goldberg Planning Services's TSLA Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Tesla (TSLA) in Q2 2014, closing a stake of 225 shares — an estimated $3K sold.

Gary Goldberg Planning Services first reported a position in TSLA in Q1 2014 and held it in 1 quarter. The position peaked at $3K in Q1 2014. 435 funds tracked by Wall St. Rank hold TSLA as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Tesla position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 225 Tesla shares in Q2 2014, an estimated $3K.
  • Gary Goldberg Planning Services first reported a position in Tesla in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Tesla position peaked at $3K in Q1 2014.
  • 435 funds tracked by Wall St. Rank held Tesla as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.