Bank of Montreal’s SolarCity Corporation SCTY Stock Holding History

Bank of Montreal’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	-79,800	Closed	-$1.56M	–	4376
2016 Q3	$1.56M	Buy	79,800 +76,500	+2,318%	+$1.71M	﹤0.01%	1618
2016 Q2	$79K	Buy	3,300 +1,700	+106%	+$41.9K	﹤0.01%	2899
2016 Q1	$39K	Sell	1,600 -21,500	-93%	-$613K	﹤0.01%	3155
2015 Q4	$1.18M	Buy	+23,100	New	+$897K	﹤0.01%	1644
2014 Q2	–	Sell	-43,700	Closed	-$2.74M	–	5017
2014 Q1	$2.74M	Buy	+43,700	New	+$3.15M	﹤0.01%	1192

Other funds holding SCTY

FWIA

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

Bank of Montreal's SCTY Position: Q4 2016 in Review

Bank of Montreal sold out of SolarCity Corporation (SCTY) in Q4 2016, closing a stake of 2,822,875 shares — an estimated $55.2M sold.

Bank of Montreal first reported a position in SCTY in Q2 2013 and held it in 14 quarters. The position peaked at $126M in Q2 2016. 1 fund tracked by Wall St. Rank holds SCTY as of Q4 2016.

Bank of Montreal reported no remaining SolarCity Corporation position as of Q4 2016 after selling out during the quarter.
Bank of Montreal sold 2,822,875 SolarCity Corporation shares in Q4 2016, an estimated $55.2M.
Bank of Montreal first reported a position in SolarCity Corporation in Q2 2013 and held it in 14 quarters.
Bank of Montreal's SolarCity Corporation position peaked at $126M in Q2 2016.
1 fund tracked by Wall St. Rank held SolarCity Corporation as of Q4 2016.

Based on Bank of Montreal's 13F filing for Q4 2016, filed 6 Feb 2017.