FM
SCTY

Family Management’s SolarCity Corporation SCTY Stock Holding History

Family 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
-9,225
Closed -$394K – 103
2015
Q3 		$394K Buy
9,225
+3,725
+68% +$187K 0.17% 66
2015
Q2 		$295K Buy
+5,500
New +$320K 0.12% 73

Other funds holding SCTY

Fidelity Investments
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
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
AA
Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return

Family Management's SCTY Position: Q4 2015 in Review

Family Management sold out of SolarCity Corporation (SCTY) in Q4 2015, closing a stake of 9,225 shares — an estimated $394K sold.

Family Management first reported a position in SCTY in Q2 2015 and held it in 2 quarters. The position peaked at $394K in Q3 2015. 239 funds tracked by Wall St. Rank hold SCTY as of Q4 2015.

  • Family Management reported no remaining SolarCity Corporation position as of Q4 2015 after selling out during the quarter.
  • Family Management sold 9,225 SolarCity Corporation shares in Q4 2015, an estimated $394K.
  • Family Management first reported a position in SolarCity Corporation in Q2 2015 and held it in 2 quarters.
  • Family Management's SolarCity Corporation position peaked at $394K in Q3 2015.
  • 239 funds tracked by Wall St. Rank held SolarCity Corporation as of Q4 2015.

Based on Family Management's 13F filing for Q4 2015, filed 9 Feb 2016.