AB
SCTY

Amalgamated Bank’s SolarCity Corporation SCTY Stock Holding History

Amalgamated Bank’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
-6,451
Closed -$329K – 1334
2015
Q4 		$329K Sell
6,451
-467
-7% -$18.1K 0.04% 720
2015
Q3 		$295K Buy
6,918
+106
+2% +$5.33K 0.03% 893
2015
Q2 		$365K Buy
6,812
+2,007
+42% +$117K 0.04% 810
2015
Q1 		$246K Buy
4,805
+167
+4% +$8.58K 0.03% 778
2014
Q4 		$248K Buy
4,638
+5
+0.1% +$269 0.04% 696
2014
Q3 		$276K Buy
4,633
+59
+1% +$4.06K 0.04% 638
2014
Q2 		$323K Buy
+4,574
New +$257K 0.05% 559

Other funds holding SCTY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
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
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

Amalgamated Bank's SCTY Position: Q1 2016 in Review

Amalgamated Bank sold out of SolarCity Corporation (SCTY) in Q1 2016, closing a stake of 6,451 shares — an estimated $329K sold.

Amalgamated Bank first reported a position in SCTY in Q2 2014 and held it in 7 quarters. The position peaked at $365K in Q2 2015. 208 funds tracked by Wall St. Rank hold SCTY as of Q1 2016.

  • Amalgamated Bank reported no remaining SolarCity Corporation position as of Q1 2016 after selling out during the quarter.
  • Amalgamated Bank sold 6,451 SolarCity Corporation shares in Q1 2016, an estimated $329K.
  • Amalgamated Bank first reported a position in SolarCity Corporation in Q2 2014 and held it in 7 quarters.
  • Amalgamated Bank's SolarCity Corporation position peaked at $365K in Q2 2015.
  • 208 funds tracked by Wall St. Rank held SolarCity Corporation as of Q1 2016.

Based on Amalgamated Bank's 13F filing for Q1 2016, filed 11 May 2016.