Laird Norton Wetherby Wealth Management’s SolarCity Corporation SCTY Stock Holding History

Laird Norton Wetherby Wealth 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 Q1	–	Sell	-4,201	Closed	-$214K	–	509
2015 Q4	$214K	Buy	+4,201	New	+$163K	0.05%	413
2014 Q3	–	Sell	-22,052	Closed	-$1.56M	–	451
2014 Q2	$1.56M	Sell	22,052 -13,476	-38%	-$757K	0.44%	43
2014 Q1	$2.23M	Hold	35,528	–	–	0.64%	28
2013 Q4	$2.02M	Buy	+35,528	New	+$1.83M	0.58%	33

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

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

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 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 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

Laird Norton Wetherby Wealth Management's SCTY Position: Q1 2016 in Review

Laird Norton Wetherby Wealth Management sold out of SolarCity Corporation (SCTY) in Q1 2016, closing a stake of 4,201 shares — an estimated $214K sold.

Laird Norton Wetherby Wealth Management first reported a position in SCTY in Q4 2013 and held it in 4 quarters. The position peaked at $2.23M in Q1 2014. 208 funds tracked by Wall St. Rank hold SCTY as of Q1 2016.

Laird Norton Wetherby Wealth Management reported no remaining SolarCity Corporation position as of Q1 2016 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 4,201 SolarCity Corporation shares in Q1 2016, an estimated $214K.
Laird Norton Wetherby Wealth Management first reported a position in SolarCity Corporation in Q4 2013 and held it in 4 quarters.
Laird Norton Wetherby Wealth Management's SolarCity Corporation position peaked at $2.23M in Q1 2014.
208 funds tracked by Wall St. Rank held SolarCity Corporation as of Q1 2016.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2016, filed 10 May 2016.