WAS
SCTY

WESPAC Advisors SoCal’s SolarCity Corporation SCTY Stock Holding History

WESPAC Advisors SoCal’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
-500
Closed -$25K – 341
2015
Q4 		$25K Buy
+500
New +$19.4K 0.02% 149

Other funds holding SCTY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
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
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

WESPAC Advisors SoCal's SCTY Position: Q1 2016 in Review

WESPAC Advisors SoCal sold out of SolarCity Corporation (SCTY) in Q1 2016, closing a stake of 500 shares — an estimated $25K sold.

WESPAC Advisors SoCal first reported a position in SCTY in Q4 2015 and held it in 1 quarter. The position peaked at $25K in Q4 2015. 208 funds tracked by Wall St. Rank hold SCTY as of Q1 2016.

  • WESPAC Advisors SoCal reported no remaining SolarCity Corporation position as of Q1 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 500 SolarCity Corporation shares in Q1 2016, an estimated $25K.
  • WESPAC Advisors SoCal first reported a position in SolarCity Corporation in Q4 2015 and held it in 1 quarter.
  • WESPAC Advisors SoCal's SolarCity Corporation position peaked at $25K in Q4 2015.
  • 208 funds tracked by Wall St. Rank held SolarCity Corporation as of Q1 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2016, filed 12 Aug 2016.