HA
SCTY

Harfst & Associates’s SolarCity Corporation SCTY Stock Holding History

Harfst & Associates’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
-370
Closed -$18K – 298
2015
Q4 		$18K Buy
370
+100
+37% +$3.88K 0.01% 217
2015
Q3 		$12K Sell
270
-2
-0.7% -$100 0.01% 225
2015
Q2 		$15K Buy
+272
New +$15.8K 0.01% 246

Other funds holding SCTY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Harfst & Associates's SCTY Position: Q1 2016 in Review

Harfst & Associates sold out of SolarCity Corporation (SCTY) in Q1 2016, closing a stake of 370 shares — an estimated $18K sold.

Harfst & Associates first reported a position in SCTY in Q2 2015 and held it in 3 quarters. The position peaked at $18K in Q4 2015. 208 funds tracked by Wall St. Rank hold SCTY as of Q1 2016.

  • Harfst & Associates reported no remaining SolarCity Corporation position as of Q1 2016 after selling out during the quarter.
  • Harfst & Associates sold 370 SolarCity Corporation shares in Q1 2016, an estimated $18K.
  • Harfst & Associates first reported a position in SolarCity Corporation in Q2 2015 and held it in 3 quarters.
  • Harfst & Associates's SolarCity Corporation position peaked at $18K in Q4 2015.
  • 208 funds tracked by Wall St. Rank held SolarCity Corporation as of Q1 2016.

Based on Harfst & Associates's 13F filing for Q1 2016, filed 3 May 2016.