SIG
TSLA icon

Schaller Investment Group’s Tesla TSLA Stock Holding History

Schaller Investment Group’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
2017
Q4 		– Sell
-75,000
Closed -$1.71M – 46
2017
Q3 		$1.71M Hold
75,000
– – 0.89% 19
2017
Q2 		$1.81M Buy
+75,000
New +$1.65M 0.94% 18

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Schaller Investment Group's TSLA Position: Q4 2017 in Review

Schaller Investment Group sold out of Tesla (TSLA) in Q4 2017, closing a stake of 75,000 shares — an estimated $1.71M sold.

Schaller Investment Group first reported a position in TSLA in Q2 2017 and held it in 2 quarters. The position peaked at $1.81M in Q2 2017. 779 funds tracked by Wall St. Rank hold TSLA as of Q4 2017.

  • Schaller Investment Group reported no remaining Tesla position as of Q4 2017 after selling out during the quarter.
  • Schaller Investment Group sold 75,000 Tesla shares in Q4 2017, an estimated $1.71M.
  • Schaller Investment Group first reported a position in Tesla in Q2 2017 and held it in 2 quarters.
  • Schaller Investment Group's Tesla position peaked at $1.81M in Q2 2017.
  • 779 funds tracked by Wall St. Rank held Tesla as of Q4 2017.

Based on Schaller Investment Group's 13F filing for Q4 2017, filed 12 Feb 2018.