EWM
SCTY

Elite Wealth Management’s SolarCity Corporation SCTY Stock Holding History

Elite 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
2016
Q3 		$9K Buy
+443
New +$9.93K 0.01% 120
2014
Q3 		– Sell
-200
Closed -$13.8K – 757
2014
Q2 		$14K Buy
+200
New +$11.2K 0.01% 207

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

Elite Wealth Management's SCTY Position: Q3 2016 in Review

Elite Wealth Management opened a new position in SolarCity Corporation (SCTY) in Q3 2016: 443 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #120 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in SCTY as recently as Q2 2014.

Elite Wealth Management first reported a position in SCTY in Q2 2014 and has held it in 2 quarters since. The position peaked at $14K in Q2 2014. 188 funds tracked by Wall St. Rank hold SCTY as of Q3 2016.

  • Elite Wealth Management held 443 shares of SolarCity Corporation worth $9K as of Q3 2016.
  • SolarCity Corporation was a new Elite Wealth Management position in Q3 2016.
  • SolarCity Corporation made up 0.01% of Elite Wealth Management's portfolio in Q3 2016, its #120 holding.
  • Elite Wealth Management first reported a position in SolarCity Corporation in Q2 2014 and has held it in 2 quarters since.
  • Elite Wealth Management's SolarCity Corporation position peaked at $14K in Q2 2014.
  • 188 funds tracked by Wall St. Rank held SolarCity Corporation as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.