Evercore Wealth Management’s SolarCity Corporation SCTY Stock Holding History

Evercore 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 Q4	–	Sell	-500	Closed	-$10K	–	1144
2016 Q3	$10K	Hold	500	–	–	﹤0.01%	876
2016 Q2	$12K	Sell	500 -145	-22%	-$3.57K	﹤0.01%	838
2016 Q1	$16K	Buy	645 +145	+29%	+$4.14K	﹤0.01%	758
2015 Q4	$26K	Hold	500	–	–	﹤0.01%	723
2015 Q3	$21K	Buy	+500	New	+$25.1K	﹤0.01%	734

Other funds holding SCTY

FWIA

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

Evercore Wealth Management's SCTY Position: Q4 2016 in Review

Evercore Wealth Management sold out of SolarCity Corporation (SCTY) in Q4 2016, closing a stake of 500 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in SCTY in Q3 2015 and held it in 5 quarters. The position peaked at $26K in Q4 2015. 1 fund tracked by Wall St. Rank holds SCTY as of Q4 2016.

Evercore Wealth Management reported no remaining SolarCity Corporation position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 500 SolarCity Corporation shares in Q4 2016, an estimated $10K.
Evercore Wealth Management first reported a position in SolarCity Corporation in Q3 2015 and held it in 5 quarters.
Evercore Wealth Management's SolarCity Corporation position peaked at $26K in Q4 2015.
1 fund tracked by Wall St. Rank held SolarCity Corporation as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.