Generation Investment Management’s SolarCity Corporation SCTY Stock Holding History

Generation Investment 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 Q2	–	Sell	-236,000	Closed	-$5.8M	–	41
2016 Q1	$5.8M	Hold	236,000	–	–	0.07%	36
2015 Q4	$12M	Hold	236,000	–	–	0.15%	34
2015 Q3	$10.1M	Hold	236,000	–	–	0.15%	32
2015 Q2	$12.6M	Hold	236,000	–	–	0.17%	30
2015 Q1	$12.1M	Hold	236,000	–	–	0.17%	28
2014 Q4	$12.6M	Hold	236,000	–	–	0.18%	27
2014 Q3	$14.1M	Hold	236,000	–	–	0.22%	28
2014 Q2	$16.7M	Hold	236,000	–	–	0.27%	28
2014 Q1	$14.8M	Sell	236,000 -1,025,800	-81%	-$74M	0.26%	26
2013 Q4	$71.7M	Sell	1,261,800 -933,419	-43%	-$48M	1.31%	21
2013 Q3	$76M	Sell	2,195,219 -2,036,223	-48%	-$76.4M	1.44%	21
2013 Q2	$160M	Buy	+4,231,442	New	+$132M	3.08%	13

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

BIT

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

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return

Generation Investment Management's SCTY Position: Q2 2016 in Review

Generation Investment Management sold out of SolarCity Corporation (SCTY) in Q2 2016, closing a stake of 236,000 shares — an estimated $5.8M sold.

Generation Investment Management first reported a position in SCTY in Q2 2013 and held it in 12 quarters. The position peaked at $160M in Q2 2013. 196 funds tracked by Wall St. Rank hold SCTY as of Q2 2016.

Generation Investment Management reported no remaining SolarCity Corporation position as of Q2 2016 after selling out during the quarter.
Generation Investment Management sold 236,000 SolarCity Corporation shares in Q2 2016, an estimated $5.8M.
Generation Investment Management first reported a position in SolarCity Corporation in Q2 2013 and held it in 12 quarters.
Generation Investment Management's SolarCity Corporation position peaked at $160M in Q2 2013.
196 funds tracked by Wall St. Rank held SolarCity Corporation as of Q2 2016.

Based on Generation Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.