Hamel Associates’s Tesla TSLA Stock Holding History

Hamel Associates’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
2015 Q4	–	Sell	-12,225	Closed	-$202K	–	91
2015 Q3	$202K	Buy	+12,225	New	+$208K	0.14%	85
2015 Q1	–	Sell	-13,575	Closed	-$201K	–	96
2014 Q4	$201K	Buy	+13,575	New	+$212K	0.13%	92

Other funds holding TSLA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hamel Associates's TSLA Position: Q4 2015 in Review

Hamel Associates sold out of Tesla (TSLA) in Q4 2015, closing a stake of 12,225 shares — an estimated $202K sold.

Hamel Associates first reported a position in TSLA in Q4 2014 and held it in 2 quarters. The position peaked at $202K in Q3 2015. 560 funds tracked by Wall St. Rank hold TSLA as of Q4 2015.

Hamel Associates reported no remaining Tesla position as of Q4 2015 after selling out during the quarter.
Hamel Associates sold 12,225 Tesla shares in Q4 2015, an estimated $202K.
Hamel Associates first reported a position in Tesla in Q4 2014 and held it in 2 quarters.
Hamel Associates's Tesla position peaked at $202K in Q3 2015.
560 funds tracked by Wall St. Rank held Tesla as of Q4 2015.

Based on Hamel Associates's 13F filing for Q4 2015, filed 16 Feb 2016.