BRWA
SCTY

B. Riley Wealth Advisors’s SolarCity Corporation SCTY Stock Holding History

B. Riley Wealth Advisors’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
2015
Q4 		– Sell
-4,805
Closed -$206K – 642
2015
Q3 		$206K Sell
4,805
-2,000
-29% -$100K 0.05% 477
2015
Q2 		$365K Sell
6,805
-3,054
-31% -$178K 0.09% 276
2015
Q1 		$506K Sell
9,859
-1,680
-15% -$86.3K 0.12% 217
2014
Q4 		$2.72K Buy
+11,539
New +$620K 0.06% 438
2014
Q3 		– Sell
-12,350
Closed -$436K – 2566
2014
Q2 		$436K Buy
+12,350
New +$694K 0.1% 218

Other funds holding SCTY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
AA
Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return

B. Riley Wealth Advisors's SCTY Position: Q4 2015 in Review

B. Riley Wealth Advisors sold out of SolarCity Corporation (SCTY) in Q4 2015, closing a stake of 4,805 shares — an estimated $206K sold.

B. Riley Wealth Advisors first reported a position in SCTY in Q2 2014 and held it in 5 quarters. The position peaked at $506K in Q1 2015. 239 funds tracked by Wall St. Rank hold SCTY as of Q4 2015.

  • B. Riley Wealth Advisors reported no remaining SolarCity Corporation position as of Q4 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,805 SolarCity Corporation shares in Q4 2015, an estimated $206K.
  • B. Riley Wealth Advisors first reported a position in SolarCity Corporation in Q2 2014 and held it in 5 quarters.
  • B. Riley Wealth Advisors's SolarCity Corporation position peaked at $506K in Q1 2015.
  • 239 funds tracked by Wall St. Rank held SolarCity Corporation as of Q4 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.