AW
SCTY

ACG Wealth’s SolarCity Corporation SCTY Stock Holding History

ACG Wealth’s Portfolio SCTY Stock Details SCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-21,239
Closed -$415K – 284
2016
Q3 		$415K Hold
21,239
– – 0.09% 167
2016
Q2 		$508K Sell
21,239
-450
-2% -$11.1K 0.11% 140
2016
Q1 		$533K Sell
21,689
-1,647
-7% -$47K 0.12% 130
2015
Q4 		$1.19M Sell
23,336
-11,627
-33% -$451K 0.27% 95
2015
Q3 		$1.49M Buy
34,963
+758
+2% +$38.1K 0.4% 69
2015
Q2 		$1.83M Sell
34,205
-21
-0.1% -$1.22K 0.46% 67
2015
Q1 		$1.75M Buy
34,226
+13,261
+63% +$681K 0.46% 69
2014
Q4 		$1.12M Sell
20,965
-2,259
-10% -$121K 0.3% 84
2014
Q3 		$1.38M Sell
23,224
-20,140
-46% -$1.39M 0.39% 76
2014
Q2 		$3.06M Buy
43,364
+28,785
+197% +$1.62M 0.58% 61
2014
Q1 		$913K Buy
+14,579
New +$1.05M 0.27% 90

Other funds holding SCTY

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ACG Wealth's SCTY Position: Q4 2016 in Review

ACG Wealth sold out of SolarCity Corporation (SCTY) in Q4 2016, closing a stake of 21,239 shares — an estimated $415K sold.

ACG Wealth first reported a position in SCTY in Q1 2014 and held it in 11 quarters. The position peaked at $3.06M in Q2 2014. 1 fund tracked by Wall St. Rank holds SCTY as of Q4 2016.

  • ACG Wealth reported no remaining SolarCity Corporation position as of Q4 2016 after selling out during the quarter.
  • ACG Wealth sold 21,239 SolarCity Corporation shares in Q4 2016, an estimated $415K.
  • ACG Wealth first reported a position in SolarCity Corporation in Q1 2014 and held it in 11 quarters.
  • ACG Wealth's SolarCity Corporation position peaked at $3.06M in Q2 2014.
  • 1 fund tracked by Wall St. Rank held SolarCity Corporation as of Q4 2016.

Based on ACG Wealth's 13F filing for Q4 2016, filed 8 Feb 2017.