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
2015 Q2	–	Sell	-262,500	Closed	-$3.3M	–	13
2015 Q1	$3.3M	Buy	+262,500	New	+$3.54M	1.7%	20

Other funds holding TSLA

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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 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.