Stifel Financial’s SolarCity Corporation SCTY Stock Holding History

Stifel Financial’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 Q1	–	Sell	-14,063	Closed	-$716K	–	2511
2015 Q4	$716K	Sell	14,063 -41,740	-75%	-$1.62M	﹤0.01%	1463
2015 Q3	$2.38M	Sell	55,803 -74,070	-57%	-$3.72M	0.01%	832
2015 Q2	$6.95M	Buy	129,873 +3,312	+3%	+$193K	0.04%	454
2015 Q1	$6.49M	Buy	126,561 +93,975	+288%	+$4.83M	0.04%	526
2014 Q4	$1.74M	Buy	32,586 +46	+0.1%	+$2.47K	0.01%	982
2014 Q3	$1.94M	Buy	+32,540	New	+$2.24M	0.02%	777
2014 Q2	–	Sell	-12,500	Closed	-$782K	–	2350
2014 Q1	$782K	Buy	+12,500	New	+$902K	0.01%	1193

Other funds holding SCTY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stifel Financial's SCTY Position: Q1 2016 in Review

Stifel Financial sold out of SolarCity Corporation (SCTY) in Q1 2016, closing a stake of 14,063 shares — an estimated $716K sold.

Stifel Financial first reported a position in SCTY in Q1 2014 and held it in 7 quarters. The position peaked at $6.95M in Q2 2015. 208 funds tracked by Wall St. Rank hold SCTY as of Q1 2016.

Stifel Financial reported no remaining SolarCity Corporation position as of Q1 2016 after selling out during the quarter.
Stifel Financial sold 14,063 SolarCity Corporation shares in Q1 2016, an estimated $716K.
Stifel Financial first reported a position in SolarCity Corporation in Q1 2014 and held it in 7 quarters.
Stifel Financial's SolarCity Corporation position peaked at $6.95M in Q2 2015.
208 funds tracked by Wall St. Rank held SolarCity Corporation as of Q1 2016.

Based on Stifel Financial's 13F filing for Q1 2016, filed 16 May 2016.