Creative Planning’s SolarCity Corporation SCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-26,687
| Closed | -$522K | – | 5140 |
|
|
2016
Q3 | $522K | Buy |
26,687
+1,827
| +7% | +$40.9K | ﹤0.01% | 873 |
|
|
2016
Q2 | $595K | Buy |
24,860
+4,108
| +20% | +$101K | ﹤0.01% | 705 |
|
|
2016
Q1 | $510K | Buy |
20,752
+13,660
| +193% | +$390K | ﹤0.01% | 744 |
|
|
2015
Q4 | $362K | Buy |
7,092
+1,910
| +37% | +$74.1K | ﹤0.01% | 907 |
|
|
2015
Q3 | $221K | Buy |
+5,182
| New | +$260K | ﹤0.01% | 1140 |
|
|
2015
Q2 | – | Sell |
-4,064
| Closed | -$208K | – | 4248 |
|
|
2015
Q1 | $208K | Buy |
4,064
+984
| +32% | +$50.5K | ﹤0.01% | 1176 |
|
|
2014
Q4 | $165K | Buy |
3,080
+1,495
| +94% | +$80.3K | ﹤0.01% | 1259 |
|
|
2014
Q3 | $94K | Sell |
1,585
-145
| -8% | -$9.98K | ﹤0.01% | 1525 |
|
|
2014
Q2 | $122K | Sell |
1,730
-245
| -12% | -$13.8K | ﹤0.01% | 1317 |
|
|
2014
Q1 | $124K | Buy |
1,975
+201
| +11% | +$14.5K | ﹤0.01% | 1266 |
|
|
2013
Q4 | $101K | Buy |
1,774
+684
| +63% | +$35.2K | ﹤0.01% | 1192 |
|
|
2013
Q3 | $38K | Buy |
1,090
+1,010
| +1,263% | +$37.9K | ﹤0.01% | 1701 |
|
|
2013
Q2 | $3K | Buy |
+80
| New | +$2.5K | ﹤0.01% | 2800 |
|
Other funds holding SCTY
Creative Planning's SCTY Position: Q4 2016 in Review
Creative Planning sold out of SolarCity Corporation (SCTY) in Q4 2016, closing a stake of 26,687 shares — an estimated $522K sold.
Creative Planning first reported a position in SCTY in Q2 2013 and held it in 13 quarters. The position peaked at $595K in Q2 2016. 1 fund tracked by Wall St. Rank holds SCTY as of Q4 2016.
- Creative Planning reported no remaining SolarCity Corporation position as of Q4 2016 after selling out during the quarter.
- Creative Planning sold 26,687 SolarCity Corporation shares in Q4 2016, an estimated $522K.
- Creative Planning first reported a position in SolarCity Corporation in Q2 2013 and held it in 13 quarters.
- Creative Planning's SolarCity Corporation position peaked at $595K in Q2 2016.
- 1 fund tracked by Wall St. Rank held SolarCity Corporation as of Q4 2016.
Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.