Trutina Financial’s Tesla TSLA Stock Holding History

Trutina Financial’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 Q2	–	Sell	-3,750	Closed	-$52K	–	238
2014 Q1	$52K	Buy	+3,750	New	+$50.2K	0.04%	117
2013 Q4	–	Sell	-3,750	Closed	-$48K	–	155
2013 Q3	$48K	Buy	+3,750	New	+$37.1K	0.05%	104

Other funds holding TSLA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Trutina Financial's TSLA Position: Q2 2014 in Review

Trutina Financial sold out of Tesla (TSLA) in Q2 2014, closing a stake of 3,750 shares — an estimated $52K sold.

Trutina Financial first reported a position in TSLA in Q3 2013 and held it in 2 quarters. The position peaked at $52K in Q1 2014. 435 funds tracked by Wall St. Rank hold TSLA as of Q2 2014.

Trutina Financial reported no remaining Tesla position as of Q2 2014 after selling out during the quarter.
Trutina Financial sold 3,750 Tesla shares in Q2 2014, an estimated $52K.
Trutina Financial first reported a position in Tesla in Q3 2013 and held it in 2 quarters.
Trutina Financial's Tesla position peaked at $52K in Q1 2014.
435 funds tracked by Wall St. Rank held Tesla as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.