KT
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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 $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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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