Mark Sheptoff Financial Planning’s SolarCity Corporation SCTY Stock Holding History

Mark Sheptoff Financial Planning’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 Q2	–	Sell	-150	Closed	-$4K	–	396
2016 Q1	$4K	Buy	+150	New	+$4.28K	﹤0.01%	297
2014 Q4	–	Sell	-600	Closed	-$36K	–	364
2014 Q3	$36K	Hold	600	–	–	0.03%	188
2014 Q2	$42K	Hold	600	–	–	0.04%	186
2014 Q1	$38K	Buy	+600	New	+$43.3K	0.03%	202

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return

Mark Sheptoff Financial Planning's SCTY Position: Q2 2016 in Review

Mark Sheptoff Financial Planning sold out of SolarCity Corporation (SCTY) in Q2 2016, closing a stake of 150 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in SCTY in Q1 2014 and held it in 4 quarters. The position peaked at $42K in Q2 2014. 196 funds tracked by Wall St. Rank hold SCTY as of Q2 2016.

Mark Sheptoff Financial Planning reported no remaining SolarCity Corporation position as of Q2 2016 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 150 SolarCity Corporation shares in Q2 2016, an estimated $4K.
Mark Sheptoff Financial Planning first reported a position in SolarCity Corporation in Q1 2014 and held it in 4 quarters.
Mark Sheptoff Financial Planning's SolarCity Corporation position peaked at $42K in Q2 2014.
196 funds tracked by Wall St. Rank held SolarCity Corporation as of Q2 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2016, filed 9 Aug 2016.