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Gerstein Fisher’s Tesla TSLA Stock Holding History

Gerstein Fisher’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
2016
Q3 		$330K Buy
+24,270
New +$350K 0.04% 314
2014
Q1 		– Sell
-59,190
Closed -$3.18M – 430
2013
Q4 		$3.18M Buy
59,190
+41,415
+233% +$423K 0.12% 178
2013
Q3 		$229K Buy
+17,775
New +$176K 0.05% 321

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gerstein Fisher's TSLA Position: Q3 2016 in Review

Gerstein Fisher opened a new position in Tesla (TSLA) in Q3 2016: 24,270 shares worth $330K. The stake represents 0.04% of the portfolio and ranks #314 among its holdings. This is a return to the name: Gerstein Fisher previously reported a position in TSLA as recently as Q4 2013.

Gerstein Fisher first reported a position in TSLA in Q3 2013 and has held it in 3 quarters since. The position peaked at $3.18M in Q4 2013. 555 funds tracked by Wall St. Rank hold TSLA as of Q3 2016.

  • Gerstein Fisher held 24,270 shares of Tesla worth $330K as of Q3 2016.
  • Tesla was a new Gerstein Fisher position in Q3 2016.
  • Tesla made up 0.04% of Gerstein Fisher's portfolio in Q3 2016, its #314 holding.
  • Gerstein Fisher first reported a position in Tesla in Q3 2013 and has held it in 3 quarters since.
  • Gerstein Fisher's Tesla position peaked at $3.18M in Q4 2013.
  • 555 funds tracked by Wall St. Rank held Tesla as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.