RIA
SCTY

Regal Investment Advisors’s SolarCity Corporation SCTY Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-100
Closed -$4K – 1103
2015
Q3 		$4K Hold
100
– – ﹤0.01% 865
2015
Q2 		$5K Sell
100
-100
-50% -$5.83K ﹤0.01% 770
2015
Q1 		$10K Sell
200
-100
-33% -$5.14K ﹤0.01% 700
2014
Q4 		$16K Hold
300
– – ﹤0.01% 577
2014
Q3 		$18K Hold
300
– – 0.01% 583
2014
Q2 		$21K Buy
+300
New +$16.8K 0.01% 541

Other funds holding SCTY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
AA
Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return

Regal Investment Advisors's SCTY Position: Q4 2015 in Review

Regal Investment Advisors sold out of SolarCity Corporation (SCTY) in Q4 2015, closing a stake of 100 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in SCTY in Q2 2014 and held it in 6 quarters. The position peaked at $21K in Q2 2014. 239 funds tracked by Wall St. Rank hold SCTY as of Q4 2015.

  • Regal Investment Advisors reported no remaining SolarCity Corporation position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 100 SolarCity Corporation shares in Q4 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in SolarCity Corporation in Q2 2014 and held it in 6 quarters.
  • Regal Investment Advisors's SolarCity Corporation position peaked at $21K in Q2 2014.
  • 239 funds tracked by Wall St. Rank held SolarCity Corporation as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.