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 $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

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

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Capital World Investors

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

Jennison Associates

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return