Taylor Wealth Management Partners’s SolarCity Corporation SCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-200
Closed -$4K 176
2016
Q3
$4K Hold
200
﹤0.01% 140
2016
Q2
$5K Hold
200
﹤0.01% 128
2016
Q1
$5K Hold
200
﹤0.01% 130
2015
Q4
$10K Hold
200
﹤0.01% 115
2015
Q3
$9K Hold
200
﹤0.01% 125
2015
Q2
$11K Hold
200
﹤0.01% 149
2015
Q1
$10K Buy
+200
New +$10.3K ﹤0.01% 144

Other funds holding SCTY

Taylor Wealth Management Partners's SCTY Position: Q4 2016 in Review

Taylor Wealth Management Partners sold out of SolarCity Corporation (SCTY) in Q4 2016, closing a stake of 200 shares — an estimated $4K sold.

Taylor Wealth Management Partners first reported a position in SCTY in Q1 2015 and held it in 7 quarters. The position peaked at $11K in Q2 2015. 1 fund tracked by Wall St. Rank holds SCTY as of Q4 2016.

  • Taylor Wealth Management Partners reported no remaining SolarCity Corporation position as of Q4 2016 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 200 SolarCity Corporation shares in Q4 2016, an estimated $4K.
  • Taylor Wealth Management Partners first reported a position in SolarCity Corporation in Q1 2015 and held it in 7 quarters.
  • Taylor Wealth Management Partners's SolarCity Corporation position peaked at $11K in Q2 2015.
  • 1 fund tracked by Wall St. Rank held SolarCity Corporation as of Q4 2016.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2016, filed 18 Jan 2017.