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Union Point Advisors’s Tesla TSLA Stock Holding History

Union Point Advisors’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
Q3 		– Sell
-781,710
Closed -$12.5M – 37
2014
Q2 		$12.5M Buy
781,710
+648,540
+487% +$9.05M 5.14% 6
2014
Q1 		$1.85M Sell
133,170
-2,295
-2% -$30.7K 0.85% 28
2013
Q4 		$1.36M Buy
+135,465
New +$1.38M 1.32% 26

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Union Point Advisors's TSLA Position: Q3 2014 in Review

Union Point Advisors sold out of Tesla (TSLA) in Q3 2014, closing a stake of 781,710 shares — an estimated $12.5M sold.

Union Point Advisors first reported a position in TSLA in Q4 2013 and held it in 3 quarters. The position peaked at $12.5M in Q2 2014. 467 funds tracked by Wall St. Rank hold TSLA as of Q3 2014.

  • Union Point Advisors reported no remaining Tesla position as of Q3 2014 after selling out during the quarter.
  • Union Point Advisors sold 781,710 Tesla shares in Q3 2014, an estimated $12.5M.
  • Union Point Advisors first reported a position in Tesla in Q4 2013 and held it in 3 quarters.
  • Union Point Advisors's Tesla position peaked at $12.5M in Q2 2014.
  • 467 funds tracked by Wall St. Rank held Tesla as of Q3 2014.

Based on Union Point Advisors's 13F filing for Q3 2014, filed 12 Nov 2014.