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MSI Financial Services’s Tesla TSLA Stock Holding History

MSI 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
2016
Q4 		$2.52M Buy
177,255
+51,315
+41% +$674K 0.08% 222
2016
Q3 		$1.71M Sell
125,940
-10,470
-8% -$151K 0.06% 289
2016
Q2 		$1.93M Buy
136,410
+10,290
+8% +$156K 0.07% 261
2016
Q1 		$1.93M Sell
126,120
-1,575
-1% -$20.7K 0.08% 241
2015
Q4 		$2.04M Buy
127,695
+35,460
+38% +$531K 0.09% 218
2015
Q3 		$1.53M Buy
92,235
+690
+0.8% +$11.7K 0.12% 184
2015
Q2 		$1.64M Sell
91,545
-5,010
-5% -$79.2K 0.12% 198
2015
Q1 		$1.22M Buy
96,555
+68,430
+243% +$924K 0.09% 262
2014
Q4 		$417K Buy
28,125
+1,245
+5% +$19.5K 0.05% 395
2014
Q3 		$435K Buy
26,880
+11,250
+72% +$186K 0.05% 374
2014
Q2 		$250K Sell
15,630
-33,120
-68% -$462K 0.03% 501
2014
Q1 		$677K Sell
48,750
-3,195
-6% -$42.8K 0.1% 244
2013
Q4 		$521K Buy
51,945
+5,475
+12% +$55.9K 0.08% 272
2013
Q3 		$599K Buy
46,470
+32,895
+242% +$325K 0.1% 234
2013
Q2 		$97K Buy
+13,575
New +$68.1K 0.02% 645

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

MSI Financial Services's TSLA Position: Q4 2016 in Review

MSI Financial Services increased its Tesla (TSLA) stake by 41% in Q4 2016, buying an estimated $674K and bringing the position to 177,255 shares worth $2.52M. The position accounts for 0.08% of the portfolio, ranked #222.

MSI Financial Services first reported a position in TSLA in Q2 2013 and has held it in 15 quarters since. 613 funds tracked by Wall St. Rank hold TSLA as of Q4 2016.

  • MSI Financial Services held 177,255 shares of Tesla worth $2.52M as of Q4 2016.
  • MSI Financial Services bought 51,315 Tesla shares in Q4 2016, an estimated $674K.
  • Tesla made up 0.08% of MSI Financial Services's portfolio in Q4 2016, its #222 holding.
  • MSI Financial Services first reported a position in Tesla in Q2 2013 and has held it in 15 quarters since.
  • 613 funds tracked by Wall St. Rank held Tesla as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.