WA
TSLA icon

WFG Advisors’s Tesla TSLA Stock Holding History

WFG 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
2017
Q2 		$165K Buy
6,855
+3,540
+107% +$77.9K 0.04% 414
2017
Q1 		$62K Sell
3,315
-2,055
-38% -$34.8K 0.02% 608
2016
Q4 		$77K Sell
5,370
-2,445
-31% -$32.1K 0.02% 612
2016
Q3 		$106K Hold
7,815
– – 0.03% 504
2016
Q2 		$111K Sell
7,815
-6,645
-46% -$101K 0.03% 473
2016
Q1 		$221K Sell
14,460
-2,025
-12% -$26.6K 0.06% 277
2015
Q4 		$264K Buy
16,485
+1,725
+12% +$25.8K 0.08% 241
2015
Q3 		$244K Buy
14,760
+900
+6% +$15.3K 0.08% 251
2015
Q2 		$248K Sell
13,860
-510
-4% -$8.06K 0.07% 283
2015
Q1 		$181K Buy
14,370
+1,980
+16% +$26.7K 0.05% 378
2014
Q4 		$184K Buy
12,390
+1,695
+16% +$26.5K 0.04% 453
2014
Q3 		$173K Sell
10,695
-3,780
-26% -$62.4K 0.03% 486
2014
Q2 		$232K Buy
14,475
+6,195
+75% +$86.4K 0.04% 423
2014
Q1 		$115K Buy
8,280
+6,780
+452% +$90.8K 0.02% 592
2013
Q4 		$15K Sell
1,500
-1,275
-46% -$13K ﹤0.01% 1463
2013
Q3 		$36K Buy
2,775
+1,275
+85% +$12.6K 0.01% 1058
2013
Q2 		$11K Buy
+1,500
New +$7.53K ﹤0.01% 1425

Other funds holding TSLA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

WFG Advisors's TSLA Position: Q2 2017 in Review

WFG Advisors increased its Tesla (TSLA) stake by 107% in Q2 2017, buying an estimated $77.9K and bringing the position to 6,855 shares worth $165K. The position accounts for 0.04% of the portfolio, ranked #414.

WFG Advisors first reported a position in TSLA in Q2 2013 and has held it in 17 quarters since. The position peaked at $264K in Q4 2015. 722 funds tracked by Wall St. Rank hold TSLA as of Q2 2017.

  • WFG Advisors held 6,855 shares of Tesla worth $165K as of Q2 2017.
  • WFG Advisors bought 3,540 Tesla shares in Q2 2017, an estimated $77.9K.
  • Tesla made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #414 holding.
  • WFG Advisors first reported a position in Tesla in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Tesla position peaked at $264K in Q4 2015.
  • 722 funds tracked by Wall St. Rank held Tesla as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.