SKK
SCTY

Shepherd Kaplan Krochuk’s SolarCity Corporation SCTY Stock Holding History

Shepherd Kaplan Krochuk’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
-3,900
Closed -$209K – 515
2015
Q2 		$209K Buy
+3,900
New +$227K 0.04% 301
2015
Q1 		– Sell
-8,400
Closed -$449K – 513
2014
Q4 		$449K Sell
8,400
-1,000
-11% -$53.7K 0.07% 217
2014
Q3 		$560K Sell
9,400
-5,100
-35% -$351K 0.07% 191
2014
Q2 		$1.02M Buy
14,500
+7,500
+107% +$421K 0.11% 136
2014
Q1 		$438K Buy
+7,000
New +$505K 0.05% 229
2013
Q4 		– Sell
-9,500
Closed -$329K – 698
2013
Q3 		$329K Hold
9,500
– – 0.05% 266
2013
Q2 		$359K Buy
+9,500
New +$297K 0.07% 251

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