Nadler Financial Group’s SolarCity Corporation SCTY Stock Holding History

Nadler Financial Group’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	-4,520	Closed	-$231K	–	91
2015 Q4	$231K	Buy	+4,520	New	+$175K	0.1%	77
2015 Q3	–	Sell	-4,620	Closed	-$247K	–	89
2015 Q2	$247K	Buy	4,620 +125	+3%	+$7.28K	0.12%	69
2015 Q1	$231K	Hold	4,495	–	–	0.11%	77
2014 Q4	$240K	Hold	4,495	–	–	0.12%	73
2014 Q3	$268K	Buy	+4,495	New	+$309K	0.16%	57

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

Nadler Financial Group's SCTY Position: Q1 2016 in Review

Nadler Financial Group sold out of SolarCity Corporation (SCTY) in Q1 2016, closing a stake of 4,520 shares — an estimated $231K sold.

Nadler Financial Group first reported a position in SCTY in Q3 2014 and held it in 5 quarters. The position peaked at $268K in Q3 2014. 208 funds tracked by Wall St. Rank hold SCTY as of Q1 2016.

Nadler Financial Group reported no remaining SolarCity Corporation position as of Q1 2016 after selling out during the quarter.
Nadler Financial Group sold 4,520 SolarCity Corporation shares in Q1 2016, an estimated $231K.
Nadler Financial Group first reported a position in SolarCity Corporation in Q3 2014 and held it in 5 quarters.
Nadler Financial Group's SolarCity Corporation position peaked at $268K in Q3 2014.
208 funds tracked by Wall St. Rank held SolarCity Corporation as of Q1 2016.

Based on Nadler Financial Group's 13F filing for Q1 2016, filed 5 Apr 2016.