Commonwealth Equity Services
SCTY

Commonwealth Equity Services’s SolarCity Corporation SCTY Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-10,227
Closed -$245K – 2355
2016
Q2 		$245K Sell
10,227
-483
-5% -$11.9K ﹤0.01% 1808
2016
Q1 		$263K Buy
10,710
+1,438
+16% +$41K ﹤0.01% 1730
2015
Q4 		$473K Sell
9,272
-2,614
-22% -$101K ﹤0.01% 1309
2015
Q3 		$508K Buy
11,886
+909
+8% +$45.7K 0.01% 1242
2015
Q2 		$588K Buy
10,977
+1,334
+14% +$77.7K 0.01% 1243
2015
Q1 		$494K Buy
9,643
+1,335
+16% +$68.6K 0.01% 1326
2014
Q4 		$444K Sell
8,308
-93
-1% -$4.99K 0.01% 1345
2014
Q3 		$501K Sell
8,401
-435
-5% -$29.9K 0.01% 1248
2014
Q2 		$624K Buy
8,836
+635
+8% +$35.7K 0.01% 1108
2014
Q1 		$514K Buy
8,201
+2,855
+53% +$206K 0.01% 1144
2013
Q4 		$304K Sell
5,346
-3,926
-42% -$202K ﹤0.01% 1435
2013
Q3 		$321K Buy
9,272
+1,500
+19% +$56.3K 0.01% 1326
2013
Q2 		$293K Buy
+7,772
New +$243K 0.01% 1314

Other funds holding SCTY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commonwealth Equity Services's SCTY Position: Q3 2016 in Review

Commonwealth Equity Services sold out of SolarCity Corporation (SCTY) in Q3 2016, closing a stake of 10,227 shares — an estimated $245K sold.

Commonwealth Equity Services first reported a position in SCTY in Q2 2013 and held it in 13 quarters. The position peaked at $624K in Q2 2014. 188 funds tracked by Wall St. Rank hold SCTY as of Q3 2016.

  • Commonwealth Equity Services reported no remaining SolarCity Corporation position as of Q3 2016 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,227 SolarCity Corporation shares in Q3 2016, an estimated $245K.
  • Commonwealth Equity Services first reported a position in SolarCity Corporation in Q2 2013 and held it in 13 quarters.
  • Commonwealth Equity Services's SolarCity Corporation position peaked at $624K in Q2 2014.
  • 188 funds tracked by Wall St. Rank held SolarCity Corporation as of Q3 2016.

Based on Commonwealth Equity Services's 13F filing for Q3 2016, filed 25 Oct 2016.