Opes Advisors’s Tesla TSLA Stock Holding History

Opes Advisors’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 Q3	–	Sell	-71,205	Closed	-$1.63M	–	49
2018 Q2	$1.63M	Buy	+71,205	New	+$1.45M	1.19%	21
2018 Q1	–	Sell	-10,200	Closed	-$212K	–	44
2017 Q4	$212K	Buy	+10,200	New	+$222K	0.15%	40

Other funds holding TSLA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Opes Advisors's TSLA Position: Q3 2018 in Review

Opes Advisors sold out of Tesla (TSLA) in Q3 2018, closing a stake of 71,205 shares — an estimated $1.63M sold.

Opes Advisors first reported a position in TSLA in Q4 2017 and held it in 2 quarters. The position peaked at $1.63M in Q2 2018. 729 funds tracked by Wall St. Rank hold TSLA as of Q3 2018.

Opes Advisors reported no remaining Tesla position as of Q3 2018 after selling out during the quarter.
Opes Advisors sold 71,205 Tesla shares in Q3 2018, an estimated $1.63M.
Opes Advisors first reported a position in Tesla in Q4 2017 and held it in 2 quarters.
Opes Advisors's Tesla position peaked at $1.63M in Q2 2018.
729 funds tracked by Wall St. Rank held Tesla as of Q3 2018.

Based on Opes Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.