Old Mutual Customised Solutions’s Tesla TSLA Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$2.17M	Sell	94,920 -6,000	-6%	-$122K	0.22%	115
2018 Q1	$1.79M	Hold	100,920	–	–	0.18%	134
2017 Q4	$2.1M	Buy	100,920 +43,500	+76%	+$946K	0.21%	122
2017 Q3	$1.31M	Hold	57,420	–	–	0.18%	140
2017 Q2	$1.38M	Buy	57,420 +3,000	+6%	+$66K	0.2%	121
2017 Q1	$1.01M	Buy	54,420 +5,070	+10%	+$85.8K	0.16%	159
2016 Q4	$703K	Buy	49,350 +22,500	+84%	+$296K	0.13%	202
2016 Q3	$365K	Buy	26,850 +4,500	+20%	+$65K	0.1%	229
2016 Q2	$316K	Hold	22,350	–	–	0.08%	303
2016 Q1	$342K	Hold	22,350	–	–	0.09%	285
2015 Q4	$358K	Hold	22,350	–	–	0.09%	267
2015 Q3	$370K	Buy	22,350 +4,500	+25%	+$76.5K	0.1%	249
2015 Q2	$319K	Buy	17,850 +4,500	+34%	+$71.2K	0.08%	328
2015 Q1	$168K	Buy	13,350 +10,500	+368%	+$142K	0.04%	493
2014 Q4	$42K	Buy	2,850 +1,500	+111%	+$23.4K	0.01%	650
2014 Q3	$22K	Sell	1,350 -3,000	-69%	-$49.5K	0.01%	661
2014 Q2	$70K	Sell	4,350 -1,500	-26%	-$20.9K	0.02%	651
2014 Q1	$81K	Buy	5,850 +1,500	+34%	+$20.1K	0.02%	635
2013 Q4	$44K	Sell	4,350 -3,150	-42%	-$32.2K	0.01%	710
2013 Q3	$97K	Sell	7,500 -4,500	-38%	-$44.5K	0.03%	603
2013 Q2	$86K	Buy	+12,000	New	+$60.2K	0.02%	637

Other funds holding TSLA

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Old Mutual Customised Solutions's TSLA Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its Tesla (TSLA) stake by 5.9% in Q2 2018, selling an estimated $122K and leaving 94,920 shares worth $2.17M. The position accounts for 0.22% of the portfolio, ranked #115.

Old Mutual Customised Solutions first reported a position in TSLA in Q2 2013 and has held it in 21 quarters since. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2018.

Old Mutual Customised Solutions held 94,920 shares of Tesla worth $2.17M as of Q2 2018.
Old Mutual Customised Solutions sold 6,000 Tesla shares in Q2 2018, an estimated $122K.
Tesla made up 0.22% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #115 holding.
Old Mutual Customised Solutions first reported a position in Tesla in Q2 2013 and has held it in 21 quarters since.
781 funds tracked by Wall St. Rank held Tesla as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.