NES
SCTY

New England Securities’s SolarCity Corporation SCTY Stock Holding History

New England Securities’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
2014
Q4 		$75K Buy
1,409
+335
+31% +$18K 0.03% 487
2014
Q3 		$64K Buy
1,074
+55
+5% +$3.79K 0.02% 539
2014
Q2 		$72K Buy
1,019
+165
+19% +$9.27K 0.03% 513
2014
Q1 		$53K Buy
854
+845
+9,389% +$61K 0.02% 546
2013
Q4 		$1K Sell
9
-41
-82% -$2.11K ﹤0.01% 1610
2013
Q3 		$2K Sell
50
-2,530
-98% -$94.9K ﹤0.01% 1505
2013
Q2 		$97K Buy
+2,580
New +$80.6K 0.06% 301

Other funds holding SCTY

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FFIM
Founders Fund IV Management San Francisco, California $1.21M AUM
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

New England Securities's SCTY Position: Q4 2014 in Review

New England Securities increased its SolarCity Corporation (SCTY) stake by 31% in Q4 2014, buying an estimated $18K and bringing the position to 1,409 shares worth $75K. The position accounts for 0.03% of the portfolio, ranked #487.

New England Securities first reported a position in SCTY in Q2 2013 and has held it in 7 quarters since. The position peaked at $97K in Q2 2013. 240 funds tracked by Wall St. Rank hold SCTY as of Q4 2014.

  • New England Securities held 1,409 shares of SolarCity Corporation worth $75K as of Q4 2014.
  • New England Securities bought 335 SolarCity Corporation shares in Q4 2014, an estimated $18K.
  • SolarCity Corporation made up 0.03% of New England Securities's portfolio in Q4 2014, its #487 holding.
  • New England Securities first reported a position in SolarCity Corporation in Q2 2013 and has held it in 7 quarters since.
  • New England Securities's SolarCity Corporation position peaked at $97K in Q2 2013.
  • 240 funds tracked by Wall St. Rank held SolarCity Corporation as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.