FineMark National Bank & Trust’s SolarCity Corporation SCTY Stock Holding History

FineMark National Bank & Trust’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	-18	Closed	-$1K	–	1407
2015 Q4	$1K	Hold	18	–	–	﹤0.01%	1335
2015 Q3	$1K	Hold	18	–	–	﹤0.01%	1510
2015 Q2	$1K	Sell	18 -250	-93%	-$14.6K	﹤0.01%	1421
2015 Q1	$14K	Sell	268 -750	-74%	-$38.5K	﹤0.01%	946
2014 Q4	$54K	Buy	1,018 +1,000	+5,556%	+$53.7K	0.01%	643
2014 Q3	$1K	Sell	18 -2,000	-99%	-$138K	﹤0.01%	1383
2014 Q2	$142K	Buy	2,018 +1,018	+102%	+$57.2K	0.02%	392
2014 Q1	$63K	Sell	1,000 -1,000	-50%	-$72.1K	0.01%	562
2013 Q4	$114K	Buy	+2,000	New	+$103K	0.02%	401

Other funds holding SCTY

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

FineMark National Bank & Trust's SCTY Position: Q1 2016 in Review

FineMark National Bank & Trust sold out of SolarCity Corporation (SCTY) in Q1 2016, closing a stake of 18 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in SCTY in Q4 2013 and held it in 9 quarters. The position peaked at $142K in Q2 2014. 208 funds tracked by Wall St. Rank hold SCTY as of Q1 2016.

FineMark National Bank & Trust reported no remaining SolarCity Corporation position as of Q1 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 18 SolarCity Corporation shares in Q1 2016, an estimated $1K.
FineMark National Bank & Trust first reported a position in SolarCity Corporation in Q4 2013 and held it in 9 quarters.
FineMark National Bank & Trust's SolarCity Corporation position peaked at $142K in Q2 2014.
208 funds tracked by Wall St. Rank held SolarCity Corporation as of Q1 2016.

Based on FineMark National Bank & Trust's 13F filing for Q1 2016, filed 10 May 2016.