Investors Capital Advisory Services’s Tesla TSLA Stock Holding History

Investors Capital Advisory 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
2016 Q2	$218K	Sell	15,405 -1,380	-8%	-$20.9K	0.04%	563
2016 Q1	$257K	Sell	16,785 -6,135	-27%	-$80.7K	0.05%	476
2015 Q4	$366K	Sell	22,920 -15,660	-41%	-$234K	0.07%	381
2015 Q3	$638K	Sell	38,580 -1,605	-4%	-$27.3K	0.13%	226
2015 Q2	$718K	Buy	40,185 +11,130	+38%	+$176K	0.13%	222
2015 Q1	$365K	Sell	29,055 -975	-3%	-$13.2K	0.07%	393
2014 Q4	$445K	Buy	30,030 +7,575	+34%	+$118K	0.08%	330
2014 Q3	$363K	Sell	22,455 -12,900	-36%	-$213K	0.07%	388
2014 Q2	$565K	Buy	35,355 +1,590	+5%	+$22.2K	0.09%	322
2014 Q1	$469K	Buy	33,765 +9,165	+37%	+$123K	0.1%	295
2013 Q4	$246K	Buy	+24,600	New	+$251K	0.06%	427

Other funds holding TSLA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BIT

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Investors Capital Advisory Services's TSLA Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Tesla (TSLA) stake by 8.2% in Q2 2016, selling an estimated $20.9K and leaving 15,405 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #563.

Investors Capital Advisory Services first reported a position in TSLA in Q4 2013 and has held it in 11 quarters since. The position peaked at $718K in Q2 2015. 576 funds tracked by Wall St. Rank hold TSLA as of Q2 2016.

Investors Capital Advisory Services held 15,405 shares of Tesla worth $218K as of Q2 2016.
Investors Capital Advisory Services sold 1,380 Tesla shares in Q2 2016, an estimated $20.9K.
Tesla made up 0.04% of Investors Capital Advisory Services's portfolio in Q2 2016, its #563 holding.
Investors Capital Advisory Services first reported a position in Tesla in Q4 2013 and has held it in 11 quarters since.
Investors Capital Advisory Services's Tesla position peaked at $718K in Q2 2015.
576 funds tracked by Wall St. Rank held Tesla as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.