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VSR Financial Services’s Tesla TSLA Stock Holding History

VSR Financial Services’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
2016
Q2 		$239K Buy
16,890
+330
+2% +$5K 0.04% 419
2016
Q1 		$254K Buy
16,560
+1,350
+9% +$17.8K 0.03% 465
2015
Q4 		$243K Buy
15,210
+150
+1% +$2.24K 0.03% 479
2015
Q3 		$249K Hold
15,060
– – 0.03% 457
2015
Q2 		$269K Buy
+15,060
New +$238K 0.03% 472
2015
Q1 		– Sell
-15,375
Closed -$228K – 599
2014
Q4 		$228K Sell
15,375
-330
-2% -$5.16K 0.03% 490
2014
Q3 		$254K Buy
+15,705
New +$259K 0.03% 488

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

VSR Financial Services's TSLA Position: Q2 2016 in Review

VSR Financial Services increased its Tesla (TSLA) stake by 2% in Q2 2016, buying an estimated $5K and bringing the position to 16,890 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #419.

VSR Financial Services first reported a position in TSLA in Q3 2014 and has held it in 7 quarters since. The position peaked at $269K in Q2 2015. 576 funds tracked by Wall St. Rank hold TSLA as of Q2 2016.

  • VSR Financial Services held 16,890 shares of Tesla worth $239K as of Q2 2016.
  • VSR Financial Services bought 330 Tesla shares in Q2 2016, an estimated $5K.
  • Tesla made up 0.04% of VSR Financial Services's portfolio in Q2 2016, its #419 holding.
  • VSR Financial Services first reported a position in Tesla in Q3 2014 and has held it in 7 quarters since.
  • VSR Financial Services's Tesla position peaked at $269K in Q2 2015.
  • 576 funds tracked by Wall St. Rank held Tesla as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.