Creative Planning’s SolarCity Corporation SCTY Stock Holding History

Creative Planning’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 Q1	–	Sell	-900	Closed	-$5K	–	4849
2015 Q4	$5K	Buy	900 +400	+80%	+$15.5K	﹤0.01%	3747
2015 Q3	$3K	Buy	+500	New	+$25.1K	﹤0.01%	3902
2015 Q2	–	Sell	-800	Closed	-$3K	–	4247
2015 Q1	$3K	Buy	800 +400	+100%	+$20.5K	﹤0.01%	3834
2014 Q4	$4K	Buy	+400	New	+$21.5K	﹤0.01%	3672
2014 Q3	–	Sell	-1,200	Closed	-$9K	–	4389
2014 Q2	$9K	Buy	+1,200	New	+$67.4K	﹤0.01%	2973

Other funds holding SCTY

FWIA

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

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.