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Kanaly Trust’s Tesla TSLA Stock Holding History

Kanaly Trust’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
Q4 		$0 Sell
30
-45
-60% -$591 ﹤0.01% 949
2016
Q3 		$1K Sell
75
-165
-69% -$2.38K ﹤0.01% 877
2016
Q2 		$3K Buy
240
+15
+7% +$227 ﹤0.01% 731
2016
Q1 		$3K Sell
225
-1,215
-84% -$16K ﹤0.01% 731
2015
Q4 		$23K Hold
1,440
– – ﹤0.01% 405
2015
Q3 		$24K Sell
1,440
-60
-4% -$1.02K 0.01% 417
2015
Q2 		$27K Buy
1,500
+300
+25% +$4.74K 0.01% 413
2015
Q1 		$15K Sell
1,200
-75
-6% -$1.01K ﹤0.01% 427
2014
Q4 		$19K Buy
1,275
+45
+4% +$703 ﹤0.01% 385
2014
Q3 		$20K Buy
1,230
+60
+5% +$990 ﹤0.01% 389
2014
Q2 		$19K Buy
1,170
+30
+3% +$418 ﹤0.01% 410
2014
Q1 		$16K Buy
+1,140
New +$15.3K ﹤0.01% 420

Other funds holding TSLA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kanaly Trust's TSLA Position: Q4 2016 in Review

Kanaly Trust reduced its Tesla (TSLA) stake by 60% in Q4 2016, selling an estimated $591 and leaving 30 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Kanaly Trust first reported a position in TSLA in Q1 2014 and has held it in 12 quarters since. The position peaked at $27K in Q2 2015. 614 funds tracked by Wall St. Rank hold TSLA as of Q4 2016.

  • Kanaly Trust held 30 shares of Tesla worth $0 as of Q4 2016.
  • Kanaly Trust sold 45 Tesla shares in Q4 2016, an estimated $591.
  • Tesla made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #949 holding.
  • Kanaly Trust first reported a position in Tesla in Q1 2014 and has held it in 12 quarters since.
  • Kanaly Trust's Tesla position peaked at $27K in Q2 2015.
  • 614 funds tracked by Wall St. Rank held Tesla as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.