Lowe Wealth Advisors’s SolarCity Corporation SCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-210
Closed -$4K 264
2016
Q3
$4K Hold
210
﹤0.01% 178
2016
Q2
$5K Hold
210
﹤0.01% 155
2016
Q1
$5K Hold
210
﹤0.01% 153
2015
Q4
$11K Hold
210
0.01% 127
2015
Q3
$9K Buy
210
+40
+24% +$2.01K 0.01% 137
2015
Q2
$9K Buy
+170
New +$9.9K 0.01% 140

Other funds holding SCTY

Lowe Wealth Advisors's SCTY Position: Q4 2016 in Review

Lowe Wealth Advisors sold out of SolarCity Corporation (SCTY) in Q4 2016, closing a stake of 210 shares — an estimated $4K sold.

Lowe Wealth Advisors first reported a position in SCTY in Q2 2015 and held it in 6 quarters. The position peaked at $11K in Q4 2015. 1 fund tracked by Wall St. Rank holds SCTY as of Q4 2016.

  • Lowe Wealth Advisors reported no remaining SolarCity Corporation position as of Q4 2016 after selling out during the quarter.
  • Lowe Wealth Advisors sold 210 SolarCity Corporation shares in Q4 2016, an estimated $4K.
  • Lowe Wealth Advisors first reported a position in SolarCity Corporation in Q2 2015 and held it in 6 quarters.
  • Lowe Wealth Advisors's SolarCity Corporation position peaked at $11K in Q4 2015.
  • 1 fund tracked by Wall St. Rank held SolarCity Corporation as of Q4 2016.

Based on Lowe Wealth Advisors's 13F filing for Q4 2016, filed 20 Jan 2017.