Chevy Chase Trust
SCTY

Chevy Chase Trust’s SolarCity Corporation SCTY Stock Holding History

Chevy Chase Trust’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
-8,825
Closed -$217K – 677
2016
Q1 		$217K Buy
8,825
+835
+10% +$23.8K ﹤0.01% 626
2015
Q4 		$408K Sell
7,990
-1,750
-18% -$67.9K ﹤0.01% 594
2015
Q3 		$416K Buy
9,740
+2,827
+41% +$142K ﹤0.01% 592
2015
Q2 		$370K Buy
6,913
+2,208
+47% +$129K ﹤0.01% 600
2015
Q1 		$241K Buy
+4,705
New +$242K ﹤0.01% 635

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

Chevy Chase Trust's SCTY Position: Q2 2016 in Review

Chevy Chase Trust sold out of SolarCity Corporation (SCTY) in Q2 2016, closing a stake of 8,825 shares — an estimated $217K sold.

Chevy Chase Trust first reported a position in SCTY in Q1 2015 and held it in 5 quarters. The position peaked at $416K in Q3 2015. 196 funds tracked by Wall St. Rank hold SCTY as of Q2 2016.

  • Chevy Chase Trust reported no remaining SolarCity Corporation position as of Q2 2016 after selling out during the quarter.
  • Chevy Chase Trust sold 8,825 SolarCity Corporation shares in Q2 2016, an estimated $217K.
  • Chevy Chase Trust first reported a position in SolarCity Corporation in Q1 2015 and held it in 5 quarters.
  • Chevy Chase Trust's SolarCity Corporation position peaked at $416K in Q3 2015.
  • 196 funds tracked by Wall St. Rank held SolarCity Corporation as of Q2 2016.

Based on Chevy Chase Trust's 13F filing for Q2 2016, filed 8 Jul 2016.