Shepherd Kaplan Krochuk’s Tesla TSLA Stock Holding History

Shepherd Kaplan Krochuk’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 Q1	–	Sell	-82,500	Closed	-$1.11M	–	644
2013 Q4	$827K	Buy	+82,500	New	+$843K	0.1%	155

Other funds holding TSLA

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Shepherd Kaplan Krochuk's TSLA Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of Tesla (TSLA) in Q1 2014, closing a stake of 82,500 shares — an estimated $1.11M sold.

Shepherd Kaplan Krochuk first reported a position in TSLA in Q4 2013 and held it in 1 quarter. The position peaked at $827K in Q4 2013. 425 funds tracked by Wall St. Rank hold TSLA as of Q1 2014.

Shepherd Kaplan Krochuk reported no remaining Tesla position as of Q1 2014 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 82,500 Tesla shares in Q1 2014, an estimated $1.11M.
Shepherd Kaplan Krochuk first reported a position in Tesla in Q4 2013 and held it in 1 quarter.
Shepherd Kaplan Krochuk's Tesla position peaked at $827K in Q4 2013.
425 funds tracked by Wall St. Rank held Tesla as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.