BRWM
SCTY

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

B. Riley Wealth 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
2015
Q3 		– Sell
-355
Closed -$19K – 1039
2015
Q2 		$19K Hold
355
– – 0.02% 621
2015
Q1 		$18K Hold
355
– – 0.01% 644
2014
Q4 		$18K Sell
355
-2,100
-86% -$113K 0.01% 619
2014
Q3 		$146K Buy
2,455
+1,850
+306% +$127K 0.11% 238
2014
Q2 		$42K Buy
605
+305
+102% +$17.1K 0.03% 504
2014
Q1 		$19K Buy
+300
New +$21.6K 0.01% 650

Other funds holding SCTY

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

B. Riley Wealth Management's SCTY Position: Q3 2015 in Review

B. Riley Wealth Management sold out of SolarCity Corporation (SCTY) in Q3 2015, closing a stake of 355 shares — an estimated $19K sold.

B. Riley Wealth Management first reported a position in SCTY in Q1 2014 and held it in 6 quarters. The position peaked at $146K in Q3 2014. 242 funds tracked by Wall St. Rank hold SCTY as of Q3 2015.

  • B. Riley Wealth Management reported no remaining SolarCity Corporation position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 355 SolarCity Corporation shares in Q3 2015, an estimated $19K.
  • B. Riley Wealth Management first reported a position in SolarCity Corporation in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's SolarCity Corporation position peaked at $146K in Q3 2014.
  • 242 funds tracked by Wall St. Rank held SolarCity Corporation as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.