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KMS Financial Services’s Tesla TSLA Stock Holding History

KMS Financial 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
2014
Q3 		$1.61M Buy
99,510
+2,445
+3% +$40.3K 0.23% 111
2014
Q2 		$1.55M Buy
97,065
+56,385
+139% +$786K 0.22% 110
2014
Q1 		$565K Buy
40,680
+5,160
+15% +$69.1K 0.09% 237
2013
Q4 		$356K Buy
35,520
+885
+3% +$9.04K 0.06% 336
2013
Q3 		$446K Buy
+34,635
New +$343K 0.11% 219

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KMS Financial Services's TSLA Position: Q3 2014 in Review

KMS Financial Services increased its Tesla (TSLA) stake by 2.5% in Q3 2014, buying an estimated $40.3K and bringing the position to 99,510 shares worth $1.61M. The position accounts for 0.23% of the portfolio, ranked #111.

KMS Financial Services first reported a position in TSLA in Q3 2013 and has held it in 5 quarters since. 467 funds tracked by Wall St. Rank hold TSLA as of Q3 2014.

  • KMS Financial Services held 99,510 shares of Tesla worth $1.61M as of Q3 2014.
  • KMS Financial Services bought 2,445 Tesla shares in Q3 2014, an estimated $40.3K.
  • Tesla made up 0.23% of KMS Financial Services's portfolio in Q3 2014, its #111 holding.
  • KMS Financial Services first reported a position in Tesla in Q3 2013 and has held it in 5 quarters since.
  • 467 funds tracked by Wall St. Rank held Tesla as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.