TF
SCTY

Tompkins Financial’s SolarCity Corporation SCTY Stock Holding History

Tompkins 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
2015
Q4 		– Sell
-150
Closed -$6K – 571
2015
Q3 		$6K Hold
150
– – ﹤0.01% 450
2015
Q2 		$8K Hold
150
– – ﹤0.01% 443
2015
Q1 		$8K Buy
+150
New +$7.7K ﹤0.01% 447
2014
Q4 		– Sell
-106
Closed -$6K – 524
2014
Q3 		$6K Hold
106
– – ﹤0.01% 421
2014
Q2 		$7K Buy
106
+38
+56% +$2.13K ﹤0.01% 427
2014
Q1 		$4K Hold
68
– – ﹤0.01% 457
2013
Q4 		$4K Buy
+68
New +$3.5K ﹤0.01% 483

Other funds holding SCTY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
AA
Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return

Tompkins Financial's SCTY Position: Q4 2015 in Review

Tompkins Financial sold out of SolarCity Corporation (SCTY) in Q4 2015, closing a stake of 150 shares — an estimated $6K sold.

Tompkins Financial first reported a position in SCTY in Q4 2013 and held it in 7 quarters. The position peaked at $8K in Q2 2015. 239 funds tracked by Wall St. Rank hold SCTY as of Q4 2015.

  • Tompkins Financial reported no remaining SolarCity Corporation position as of Q4 2015 after selling out during the quarter.
  • Tompkins Financial sold 150 SolarCity Corporation shares in Q4 2015, an estimated $6K.
  • Tompkins Financial first reported a position in SolarCity Corporation in Q4 2013 and held it in 7 quarters.
  • Tompkins Financial's SolarCity Corporation position peaked at $8K in Q2 2015.
  • 239 funds tracked by Wall St. Rank held SolarCity Corporation as of Q4 2015.

Based on Tompkins Financial's 13F filing for Q4 2015, filed 19 Jan 2016.