BA
SCTY

Bristlecone Advisors’s SolarCity Corporation SCTY Stock Holding History

Bristlecone 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
2016
Q2 		– Sell
-27,500
Closed -$676K – 164
2016
Q1 		$676K Buy
+27,500
New +$784K 0.27% 91

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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return

Bristlecone Advisors's SCTY Position: Q2 2016 in Review

Bristlecone Advisors sold out of SolarCity Corporation (SCTY) in Q2 2016, closing a stake of 27,500 shares — an estimated $676K sold.

Bristlecone Advisors first reported a position in SCTY in Q1 2016 and held it in 1 quarter. The position peaked at $676K in Q1 2016. 196 funds tracked by Wall St. Rank hold SCTY as of Q2 2016.

  • Bristlecone Advisors reported no remaining SolarCity Corporation position as of Q2 2016 after selling out during the quarter.
  • Bristlecone Advisors sold 27,500 SolarCity Corporation shares in Q2 2016, an estimated $676K.
  • Bristlecone Advisors first reported a position in SolarCity Corporation in Q1 2016 and held it in 1 quarter.
  • Bristlecone Advisors's SolarCity Corporation position peaked at $676K in Q1 2016.
  • 196 funds tracked by Wall St. Rank held SolarCity Corporation as of Q2 2016.

Based on Bristlecone Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.