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Placemark Investments’s Tesla TSLA Stock Holding History

Placemark 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
2014
Q4 		$525K Sell
35,460
-7,590
-18% -$119K 0.01% 1152
2014
Q3 		$695K Buy
43,050
+11,580
+37% +$191K 0.01% 1034
2014
Q2 		$503K Buy
31,470
+10,650
+51% +$149K 0.01% 1168
2014
Q1 		$290K Sell
20,820
-10,155
-33% -$136K 0.01% 1357
2013
Q4 		$310K Sell
30,975
-23,700
-43% -$242K 0.01% 1335
2013
Q3 		$706K Sell
54,675
-6,810
-11% -$67.4K 0.01% 950
2013
Q2 		$441K Buy
+61,485
New +$309K 0.01% 1094

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Placemark Investments's TSLA Position: Q4 2014 in Review

Placemark Investments reduced its Tesla (TSLA) stake by 18% in Q4 2014, selling an estimated $119K and leaving 35,460 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #1152.

Placemark Investments first reported a position in TSLA in Q2 2013 and has held it in 7 quarters since. The position peaked at $706K in Q3 2013. 487 funds tracked by Wall St. Rank hold TSLA as of Q4 2014.

  • Placemark Investments held 35,460 shares of Tesla worth $525K as of Q4 2014.
  • Placemark Investments sold 7,590 Tesla shares in Q4 2014, an estimated $119K.
  • Tesla made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1152 holding.
  • Placemark Investments first reported a position in Tesla in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Tesla position peaked at $706K in Q3 2013.
  • 487 funds tracked by Wall St. Rank held Tesla as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.