Genovese Burford & Brothers Wealth & Retirement Plan Management’s SolarCity Corporation SCTY Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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	-850	Closed	-$16K	–	506
2016 Q3	$16K	Hold	850	–	–	0.01%	262
2016 Q2	$20K	Buy	850 +800	+1,600%	+$19.7K	0.01%	223
2016 Q1	$1K	Hold	50	–	–	﹤0.01%	381
2015 Q4	$3K	Buy	+50	New	+$1.94K	﹤0.01%	338

Other funds holding SCTY

FWIA

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's SCTY Position: Q4 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of SolarCity Corporation (SCTY) in Q4 2016, closing a stake of 850 shares — an estimated $16K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SCTY in Q4 2015 and held it in 4 quarters. The position peaked at $20K in Q2 2016. 1 fund tracked by Wall St. Rank holds SCTY as of Q4 2016.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining SolarCity Corporation position as of Q4 2016 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 850 SolarCity Corporation shares in Q4 2016, an estimated $16K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SolarCity Corporation in Q4 2015 and held it in 4 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's SolarCity Corporation position peaked at $20K in Q2 2016.
1 fund tracked by Wall St. Rank held SolarCity Corporation as of Q4 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2016, filed 13 Feb 2017.