Integrated Wealth Management (Palm Desert)’s SolarCity Corporation SCTY Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-1,835	Closed	-$36K	–	1285
2016 Q3	$36K	Hold	1,835	–	–	0.01%	482
2016 Q2	$44K	Sell	1,835 -935	-34%	-$23K	0.02%	431
2016 Q1	$68K	Hold	2,770	–	–	0.03%	346
2015 Q4	$141K	Hold	2,770	–	–	0.06%	242
2015 Q3	$118K	Buy	2,770 +100	+4%	+$5.02K	0.05%	254
2015 Q2	$143K	Buy	2,670 +780	+41%	+$45.4K	0.06%	236
2015 Q1	$96K	Buy	+1,890	New	+$97.1K	0.04%	278

Other funds holding SCTY

FWIA

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

Integrated Wealth Management (Palm Desert)'s SCTY Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of SolarCity Corporation (SCTY) in Q4 2016, closing a stake of 1,835 shares — an estimated $36K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SCTY in Q1 2015 and held it in 7 quarters. The position peaked at $143K in Q2 2015. 1 fund tracked by Wall St. Rank holds SCTY as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining SolarCity Corporation position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,835 SolarCity Corporation shares in Q4 2016, an estimated $36K.
Integrated Wealth Management (Palm Desert) first reported a position in SolarCity Corporation in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s SolarCity Corporation position peaked at $143K in Q2 2015.
1 fund tracked by Wall St. Rank held SolarCity Corporation as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.