RCWMU
SCTY

Rothschild & Co Wealth Management (UK)’s SolarCity Corporation SCTY Stock Holding History

Rothschild & Co Wealth Management (UK)’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
Q3 		– Sell
-1,500
Closed -$80K – 66
2015
Q2 		$80K Hold
1,500
– – 0.01% 42
2015
Q1 		$77K Hold
1,500
– – 0.01% 67
2014
Q4 		$80K Buy
+1,500
New +$80.6K 0.01% 45

Other funds holding SCTY

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s SCTY Position: Q3 2015 in Review

Rothschild & Co Wealth Management (UK) sold out of SolarCity Corporation (SCTY) in Q3 2015, closing a stake of 1,500 shares — an estimated $80K sold.

Rothschild & Co Wealth Management (UK) first reported a position in SCTY in Q4 2014 and held it in 3 quarters. The position peaked at $80K in Q2 2015. 242 funds tracked by Wall St. Rank hold SCTY as of Q3 2015.

  • Rothschild & Co Wealth Management (UK) reported no remaining SolarCity Corporation position as of Q3 2015 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 1,500 SolarCity Corporation shares in Q3 2015, an estimated $80K.
  • Rothschild & Co Wealth Management (UK) first reported a position in SolarCity Corporation in Q4 2014 and held it in 3 quarters.
  • Rothschild & Co Wealth Management (UK)'s SolarCity Corporation position peaked at $80K in Q2 2015.
  • 242 funds tracked by Wall St. Rank held SolarCity Corporation as of Q3 2015.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2015, filed 19 Dec 2019.