RTIM
SCTY

Round Table Investment Management’s SolarCity Corporation SCTY Stock Holding History

Round Table Investment 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
2015
Q3 		– Sell
-13,200
Closed -$707K – 58
2015
Q2 		$707K Buy
+13,200
New +$769K 0.8% 28

Other funds holding SCTY

SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 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 $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Round Table Investment Management's SCTY Position: Q3 2015 in Review

Round Table Investment Management sold out of SolarCity Corporation (SCTY) in Q3 2015, closing a stake of 13,200 shares — an estimated $707K sold.

Round Table Investment Management first reported a position in SCTY in Q2 2015 and held it in 1 quarter. The position peaked at $707K in Q2 2015. 242 funds tracked by Wall St. Rank hold SCTY as of Q3 2015.

  • Round Table Investment Management reported no remaining SolarCity Corporation position as of Q3 2015 after selling out during the quarter.
  • Round Table Investment Management sold 13,200 SolarCity Corporation shares in Q3 2015, an estimated $707K.
  • Round Table Investment Management first reported a position in SolarCity Corporation in Q2 2015 and held it in 1 quarter.
  • Round Table Investment Management's SolarCity Corporation position peaked at $707K in Q2 2015.
  • 242 funds tracked by Wall St. Rank held SolarCity Corporation as of Q3 2015.

Based on Round Table Investment Management's 13F filing for Q3 2015, filed 16 Nov 2015.