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Lupo Securities’s Tesla TSLA Stock Holding History

Lupo Securities’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
2015
Q3 		$25K Hold
1,500
– – 0.19% 49
2015
Q2 		$27K Hold
1,500
– – 0.11% 45
2015
Q1 		$19K Sell
1,500
-18,855
-93% -$255K 0.03% 237
2014
Q4 		$302K Buy
+20,355
New +$318K 0.15% 56

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Lupo Securities's TSLA Position: Q3 2015 in Review

Lupo Securities held its Tesla (TSLA) position steady in Q3 2015 at 1,500 shares worth $25K. The position accounts for 0.19% of the portfolio, ranked #49.

Lupo Securities first reported a position in TSLA in Q4 2014 and has held it in 4 quarters since. The position peaked at $302K in Q4 2014. 527 funds tracked by Wall St. Rank hold TSLA as of Q3 2015.

  • Lupo Securities held 1,500 shares of Tesla worth $25K as of Q3 2015.
  • Lupo Securities left its Tesla share count unchanged in Q3 2015.
  • Tesla made up 0.19% of Lupo Securities's portfolio in Q3 2015, its #49 holding.
  • Lupo Securities first reported a position in Tesla in Q4 2014 and has held it in 4 quarters since.
  • Lupo Securities's Tesla position peaked at $302K in Q4 2014.
  • 527 funds tracked by Wall St. Rank held Tesla as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.