Rothschild & Co Wealth Management (UK)’s Tesla TSLA Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2019 Q3	–	Sell	-9,420	Closed	-$140K	–	65
2019 Q2	$140K	Buy	+9,420	New	+$147K	﹤0.01%	43
2015 Q3	–	Sell	-4,035	Closed	-$72K	–	64
2015 Q2	$72K	Hold	4,035	–	–	0.01%	43
2015 Q1	$51K	Hold	4,035	–	–	0.01%	70
2014 Q4	$60K	Buy	4,035 +2,235	+124%	+$34.9K	0.01%	47
2014 Q3	$29K	Buy	+1,800	New	+$29.7K	﹤0.01%	54
2014 Q2	–	Sell	-5,550	Closed	-$77K	–	74
2014 Q1	$77K	Buy	+5,550	New	+$74.3K	0.01%	52

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 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 $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Rothschild & Co Wealth Management (UK)'s TSLA Position: Q3 2019 in Review

Rothschild & Co Wealth Management (UK) sold out of Tesla (TSLA) in Q3 2019, closing a stake of 9,420 shares — an estimated $140K sold.

Rothschild & Co Wealth Management (UK) first reported a position in TSLA in Q1 2014 and held it in 6 quarters. The position peaked at $140K in Q2 2019. 725 funds tracked by Wall St. Rank hold TSLA as of Q3 2019.

Rothschild & Co Wealth Management (UK) reported no remaining Tesla position as of Q3 2019 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 9,420 Tesla shares in Q3 2019, an estimated $140K.
Rothschild & Co Wealth Management (UK) first reported a position in Tesla in Q1 2014 and held it in 6 quarters.
Rothschild & Co Wealth Management (UK)'s Tesla position peaked at $140K in Q2 2019.
725 funds tracked by Wall St. Rank held Tesla as of Q3 2019.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2019, filed 2 Dec 2019.