JIC
SCTY

Joel Isaacson & Co’s SolarCity Corporation SCTY Stock Holding History

Joel Isaacson & Co’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
2015
Q1 		– Sell
-250
Closed -$13K – 751
2014
Q4 		$13K Hold
250
– – ﹤0.01% 486
2014
Q3 		$15K Buy
+250
New +$17.2K ﹤0.01% 448

Other funds holding SCTY

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFIM
Founders Fund IV Management San Francisco, California $1.21M AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Joel Isaacson & Co's SCTY Position: Q1 2015 in Review

Joel Isaacson & Co sold out of SolarCity Corporation (SCTY) in Q1 2015, closing a stake of 250 shares — an estimated $13K sold.

Joel Isaacson & Co first reported a position in SCTY in Q3 2014 and held it in 2 quarters. The position peaked at $15K in Q3 2014. 242 funds tracked by Wall St. Rank hold SCTY as of Q1 2015.

  • Joel Isaacson & Co reported no remaining SolarCity Corporation position as of Q1 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 250 SolarCity Corporation shares in Q1 2015, an estimated $13K.
  • Joel Isaacson & Co first reported a position in SolarCity Corporation in Q3 2014 and held it in 2 quarters.
  • Joel Isaacson & Co's SolarCity Corporation position peaked at $15K in Q3 2014.
  • 242 funds tracked by Wall St. Rank held SolarCity Corporation as of Q1 2015.

Based on Joel Isaacson & Co's 13F filing for Q1 2015, filed 14 Apr 2015.