Perigon Wealth Management’s SolarCity Corporation SCTY Stock Holding History

Perigon Wealth Management’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	-1,400	Closed	-$27K	–	784
2016 Q3	$27K	Hold	1,400	–	–	0.01%	369
2016 Q2	$34K	Hold	1,400	–	–	0.01%	309
2016 Q1	$34K	Buy	+1,400	New	+$39.9K	0.01%	212
2015 Q4	–	Sell	-8,208	Closed	-$351K	–	233
2015 Q3	$351K	Buy	8,208 +82	+1%	+$4.12K	0.1%	156
2015 Q2	$435K	Sell	8,126 -387	-5%	-$22.5K	0.11%	152
2015 Q1	$437K	Sell	8,513 -10,793	-56%	-$554K	0.12%	151
2014 Q4	$1.03M	Buy	+19,306	New	+$1.04M	0.31%	75

Other funds holding SCTY

FWIA

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

Perigon Wealth Management's SCTY Position: Q4 2016 in Review

Perigon Wealth Management sold out of SolarCity Corporation (SCTY) in Q4 2016, closing a stake of 1,400 shares — an estimated $27K sold.

Perigon Wealth Management first reported a position in SCTY in Q4 2014 and held it in 7 quarters. The position peaked at $1.03M in Q4 2014. 1 fund tracked by Wall St. Rank holds SCTY as of Q4 2016.

Perigon Wealth Management reported no remaining SolarCity Corporation position as of Q4 2016 after selling out during the quarter.
Perigon Wealth Management sold 1,400 SolarCity Corporation shares in Q4 2016, an estimated $27K.
Perigon Wealth Management first reported a position in SolarCity Corporation in Q4 2014 and held it in 7 quarters.
Perigon Wealth Management's SolarCity Corporation position peaked at $1.03M in Q4 2014.
1 fund tracked by Wall St. Rank held SolarCity Corporation as of Q4 2016.

Based on Perigon Wealth Management's 13F filing for Q4 2016, filed 7 Mar 2017.