Jacobson & Schmitt Advisors’s Tesla TSLA Stock Holding History

Jacobson & Schmitt Advisors’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 Q3	–	Sell	-21,300	Closed	-$487K	–	48
2018 Q2	$487K	Hold	21,300	–	–	0.32%	34
2018 Q1	$378K	Hold	21,300	–	–	0.26%	35
2017 Q4	$442K	Buy	21,300 +450	+2%	+$9.79K	0.3%	32
2017 Q3	$474K	Hold	20,850	–	–	0.32%	33
2017 Q2	$503K	Hold	20,850	–	–	0.34%	33
2017 Q1	$387K	Buy	+20,850	New	+$353K	0.27%	34

Other funds holding TSLA

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Jacobson & Schmitt Advisors's TSLA Position: Q3 2018 in Review

Jacobson & Schmitt Advisors sold out of Tesla (TSLA) in Q3 2018, closing a stake of 21,300 shares — an estimated $487K sold.

Jacobson & Schmitt Advisors first reported a position in TSLA in Q1 2017 and held it in 6 quarters. The position peaked at $503K in Q2 2017. 729 funds tracked by Wall St. Rank hold TSLA as of Q3 2018.

Jacobson & Schmitt Advisors reported no remaining Tesla position as of Q3 2018 after selling out during the quarter.
Jacobson & Schmitt Advisors sold 21,300 Tesla shares in Q3 2018, an estimated $487K.
Jacobson & Schmitt Advisors first reported a position in Tesla in Q1 2017 and held it in 6 quarters.
Jacobson & Schmitt Advisors's Tesla position peaked at $503K in Q2 2017.
729 funds tracked by Wall St. Rank held Tesla as of Q3 2018.

Based on Jacobson & Schmitt Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.