Patten & Patten’s SolarCity Corporation SCTY Stock Holding History

Patten & Patten’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	-8,500	Closed	-$434K	–	221
2015 Q4	$434K	Buy	+8,500	New	+$330K	0.06%	162
2014 Q2	–	Sell	-4,500	Closed	-$282K	–	263
2014 Q1	$282K	Buy	+4,500	New	+$325K	0.04%	226

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

Patten & Patten's SCTY Position: Q1 2016 in Review

Patten & Patten sold out of SolarCity Corporation (SCTY) in Q1 2016, closing a stake of 8,500 shares — an estimated $434K sold.

Patten & Patten first reported a position in SCTY in Q1 2014 and held it in 2 quarters. The position peaked at $434K in Q4 2015. 208 funds tracked by Wall St. Rank hold SCTY as of Q1 2016.

Patten & Patten reported no remaining SolarCity Corporation position as of Q1 2016 after selling out during the quarter.
Patten & Patten sold 8,500 SolarCity Corporation shares in Q1 2016, an estimated $434K.
Patten & Patten first reported a position in SolarCity Corporation in Q1 2014 and held it in 2 quarters.
Patten & Patten's SolarCity Corporation position peaked at $434K in Q4 2015.
208 funds tracked by Wall St. Rank held SolarCity Corporation as of Q1 2016.

Based on Patten & Patten's 13F filing for Q1 2016, filed 15 Apr 2016.