LWCFA
SCTY

Loring Wolcott & Coolidge Fiduciary Advisors’s SolarCity Corporation SCTY Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-6,009
Closed -$118K – 643
2016
Q3 		$118K Hold
6,009
– – ﹤0.01% 318
2016
Q2 		$144K Sell
6,009
-485
-7% -$11.9K ﹤0.01% 291
2016
Q1 		$160K Buy
6,494
+3,324
+105% +$94.8K ﹤0.01% 263
2015
Q4 		$162K Buy
3,170
+1,879
+146% +$72.9K ﹤0.01% 284
2015
Q3 		$69K Hold
1,291
– – ﹤0.01% 393
2015
Q2 		$69K Buy
1,291
+705
+120% +$41.1K ﹤0.01% 393
2015
Q1 		$30K Buy
586
+521
+802% +$26.8K ﹤0.01% 489
2014
Q4 		$3K Hold
65
– – ﹤0.01% 611
2014
Q3 		$4K Hold
65
– – ﹤0.01% 577
2014
Q2 		$5K Hold
65
– – ﹤0.01% 594
2014
Q1 		$4K Buy
+65
New +$4.69K ﹤0.01% 598

Other funds holding SCTY

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

Loring Wolcott & Coolidge Fiduciary Advisors's SCTY Position: Q4 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of SolarCity Corporation (SCTY) in Q4 2016, closing a stake of 6,009 shares — an estimated $118K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SCTY in Q1 2014 and held it in 11 quarters. The position peaked at $162K in Q4 2015. 1 fund tracked by Wall St. Rank holds SCTY as of Q4 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining SolarCity Corporation position as of Q4 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 6,009 SolarCity Corporation shares in Q4 2016, an estimated $118K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SolarCity Corporation in Q1 2014 and held it in 11 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's SolarCity Corporation position peaked at $162K in Q4 2015.
  • 1 fund tracked by Wall St. Rank held SolarCity Corporation as of Q4 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2016, filed 2 Feb 2017.