Advisors Asset Management’s SolarCity Corporation SCTY Stock Holding History

Advisors Asset Management’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 Q1	–	Sell	-1,406	Closed	-$72K	–	1932
2015 Q4	$72K	Sell	1,406 -469	-25%	-$18.2K	﹤0.01%	1635
2015 Q3	$80K	Sell	1,875 -1,428	-43%	-$71.7K	﹤0.01%	1582
2015 Q2	$177K	Sell	3,303 -348	-10%	-$20.3K	﹤0.01%	1415
2015 Q1	$187K	Buy	3,651 +105	+3%	+$5.39K	﹤0.01%	1359
2014 Q4	$190K	Sell	3,546 -248	-7%	-$13.3K	﹤0.01%	1324
2014 Q3	$226K	Buy	3,794 +2,058	+119%	+$142K	﹤0.01%	1268
2014 Q2	$123K	Buy	1,736 +1,229	+242%	+$69K	﹤0.01%	1410
2014 Q1	$32K	Buy	+507	New	+$36.6K	﹤0.01%	1705

Other funds holding SCTY

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Advisors Asset Management's SCTY Position: Q1 2016 in Review

Advisors Asset Management sold out of SolarCity Corporation (SCTY) in Q1 2016, closing a stake of 1,406 shares — an estimated $72K sold.

Advisors Asset Management first reported a position in SCTY in Q1 2014 and held it in 8 quarters. The position peaked at $226K in Q3 2014. 208 funds tracked by Wall St. Rank hold SCTY as of Q1 2016.

Advisors Asset Management reported no remaining SolarCity Corporation position as of Q1 2016 after selling out during the quarter.
Advisors Asset Management sold 1,406 SolarCity Corporation shares in Q1 2016, an estimated $72K.
Advisors Asset Management first reported a position in SolarCity Corporation in Q1 2014 and held it in 8 quarters.
Advisors Asset Management's SolarCity Corporation position peaked at $226K in Q3 2014.
208 funds tracked by Wall St. Rank held SolarCity Corporation as of Q1 2016.

Based on Advisors Asset Management's 13F filing for Q1 2016, filed 16 May 2016.