Oakbrook Investments’s Tesla TSLA Stock Holding History

Oakbrook Investments’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
2020 Q1	–	Sell	-10,875	Closed	-$303K	–	481
2019 Q4	$303K	Buy	+10,875	New	+$236K	0.06%	462
2014 Q3	–	Sell	-14,745	Closed	-$236K	–	598
2014 Q2	$236K	Buy	+14,745	New	+$206K	0.01%	541
2013 Q4	–	Sell	-17,370	Closed	-$224K	–	627
2013 Q3	$224K	Sell	17,370 -17,250	-50%	-$171K	0.01%	547
2013 Q2	$248K	Buy	+34,620	New	+$174K	0.01%	588

Other funds holding TSLA

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Oakbrook Investments's TSLA Position: Q1 2020 in Review

Oakbrook Investments sold out of Tesla (TSLA) in Q1 2020, closing a stake of 10,875 shares — an estimated $303K sold.

Oakbrook Investments first reported a position in TSLA in Q2 2013 and held it in 4 quarters. The position peaked at $303K in Q4 2019. 1,084 funds tracked by Wall St. Rank hold TSLA as of Q1 2020.

Oakbrook Investments reported no remaining Tesla position as of Q1 2020 after selling out during the quarter.
Oakbrook Investments sold 10,875 Tesla shares in Q1 2020, an estimated $303K.
Oakbrook Investments first reported a position in Tesla in Q2 2013 and held it in 4 quarters.
Oakbrook Investments's Tesla position peaked at $303K in Q4 2019.
1,084 funds tracked by Wall St. Rank held Tesla as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.