Next Financial Group’s SolarCity Corporation SCTY Stock Holding History

Next 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 Q4	–	Sell	-630	Closed	-$12K	–	2606
2016 Q3	$12K	Sell	630 -550	-47%	-$12.3K	﹤0.01%	1597
2016 Q2	$28K	Sell	1,180 -500	-30%	-$12.3K	0.01%	850
2016 Q1	$41K	Buy	1,680 +650	+63%	+$18.5K	0.01%	687
2015 Q4	$52K	Buy	1,030 +300	+41%	+$11.6K	0.02%	612
2015 Q3	$31K	Buy	730 +50	+7%	+$2.51K	0.01%	806
2015 Q2	$36K	Sell	680 -195	-22%	-$11.4K	0.01%	791
2015 Q1	$44K	Buy	875 +50	+6%	+$2.57K	0.01%	713
2014 Q4	$44K	Buy	825 +255	+45%	+$13.7K	0.01%	708
2014 Q3	$34K	Buy	+570	New	+$39.2K	0.01%	1155

Other funds holding SCTY

FWIA

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

Next Financial Group's SCTY Position: Q4 2016 in Review

Next Financial Group sold out of SolarCity Corporation (SCTY) in Q4 2016, closing a stake of 630 shares — an estimated $12K sold.

Next Financial Group first reported a position in SCTY in Q3 2014 and held it in 9 quarters. The position peaked at $52K in Q4 2015. 1 fund tracked by Wall St. Rank holds SCTY as of Q4 2016.

Next Financial Group reported no remaining SolarCity Corporation position as of Q4 2016 after selling out during the quarter.
Next Financial Group sold 630 SolarCity Corporation shares in Q4 2016, an estimated $12K.
Next Financial Group first reported a position in SolarCity Corporation in Q3 2014 and held it in 9 quarters.
Next Financial Group's SolarCity Corporation position peaked at $52K in Q4 2015.
1 fund tracked by Wall St. Rank held SolarCity Corporation as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.