Edge Wealth Management’s SolarCity Corporation SCTY Stock Holding History

Edge Wealth Management’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
2015 Q4	–	Sell	-1,000	Closed	-$42K	–	509
2015 Q3	$42K	Hold	1,000	–	–	0.02%	191
2015 Q2	$54K	Hold	1,000	–	–	0.02%	183
2015 Q1	$51K	Hold	1,000	–	–	0.02%	189
2014 Q4	$53K	Hold	1,000	–	–	0.02%	187
2014 Q3	$59K	Sell	1,000 -790	-44%	-$54.4K	0.02%	178
2014 Q2	$127K	Hold	1,790	–	–	0.05%	118
2014 Q1	$112K	Buy	+1,790	New	+$129K	0.05%	121

Other funds holding SCTY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return

Edge Wealth Management's SCTY Position: Q4 2015 in Review

Edge Wealth Management sold out of SolarCity Corporation (SCTY) in Q4 2015, closing a stake of 1,000 shares — an estimated $42K sold.

Edge Wealth Management first reported a position in SCTY in Q1 2014 and held it in 7 quarters. The position peaked at $127K in Q2 2014. 239 funds tracked by Wall St. Rank hold SCTY as of Q4 2015.

Edge Wealth Management reported no remaining SolarCity Corporation position as of Q4 2015 after selling out during the quarter.
Edge Wealth Management sold 1,000 SolarCity Corporation shares in Q4 2015, an estimated $42K.
Edge Wealth Management first reported a position in SolarCity Corporation in Q1 2014 and held it in 7 quarters.
Edge Wealth Management's SolarCity Corporation position peaked at $127K in Q2 2014.
239 funds tracked by Wall St. Rank held SolarCity Corporation as of Q4 2015.

Based on Edge Wealth Management's 13F filing for Q4 2015, filed 11 Jan 2016.