WFG Advisors’s SolarCity Corporation SCTY Stock Holding History

WFG Advisors’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 Q2	–	Sell	-300	Closed	-$7K	–	1805
2016 Q1	$7K	Buy	+300	New	+$8.56K	﹤0.01%	1145
2015 Q2	–	Sell	-300	Closed	-$15K	–	1926
2015 Q1	$15K	Buy	+300	New	+$15.4K	﹤0.01%	1090
2014 Q4	–	Sell	-2,225	Closed	-$133K	–	2377
2014 Q3	$133K	Buy	2,225 +2,055	+1,209%	+$141K	0.03%	562
2014 Q2	$12K	Sell	170 -1,480	-90%	-$83.1K	﹤0.01%	1445
2014 Q1	$103K	Buy	+1,650	New	+$119K	0.02%	630

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

BIT

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

BFA

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

Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return

WFG Advisors's SCTY Position: Q2 2016 in Review

WFG Advisors sold out of SolarCity Corporation (SCTY) in Q2 2016, closing a stake of 300 shares — an estimated $7K sold.

WFG Advisors first reported a position in SCTY in Q1 2014 and held it in 5 quarters. The position peaked at $133K in Q3 2014. 196 funds tracked by Wall St. Rank hold SCTY as of Q2 2016.

WFG Advisors reported no remaining SolarCity Corporation position as of Q2 2016 after selling out during the quarter.
WFG Advisors sold 300 SolarCity Corporation shares in Q2 2016, an estimated $7K.
WFG Advisors first reported a position in SolarCity Corporation in Q1 2014 and held it in 5 quarters.
WFG Advisors's SolarCity Corporation position peaked at $133K in Q3 2014.
196 funds tracked by Wall St. Rank held SolarCity Corporation as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.