WT
SCTY

Whittier Trust’s SolarCity Corporation SCTY Stock Holding History

Whittier Trust’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
Q4 		– Sell
-219,674
Closed -$4.29M – 1263
2016
Q3 		$4.29M Buy
219,674
+6,165
+3% +$138K 0.19% 135
2016
Q2 		$5.11M Buy
213,509
+19,936
+10% +$491K 0.23% 125
2016
Q1 		$4.76M Buy
193,573
+114,123
+144% +$3.26M 0.21% 131
2015
Q4 		$4.05M Buy
79,450
+8,983
+13% +$349K 0.18% 138
2015
Q3 		$3.01M Hold
70,467
– – 0.15% 155
2015
Q2 		$3.77M Buy
70,467
+6,636
+10% +$387K 0.17% 148
2015
Q1 		$3.27M Hold
63,831
– – 0.15% 149
2014
Q4 		$3.41M Buy
63,831
+6,777
+12% +$364K 0.16% 148
2014
Q3 		$3.4M Buy
57,054
+13,555
+31% +$933K 0.17% 151
2014
Q2 		$3.07M Buy
43,499
+20,340
+88% +$1.14M 0.15% 153
2014
Q1 		$1.45M Sell
23,159
-2,500
-10% -$180K 0.07% 193
2013
Q4 		$1.46M Buy
+25,659
New +$1.32M 0.07% 190

Other funds holding SCTY

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Whittier Trust's SCTY Position: Q4 2016 in Review

Whittier Trust sold out of SolarCity Corporation (SCTY) in Q4 2016, closing a stake of 219,674 shares — an estimated $4.29M sold.

Whittier Trust first reported a position in SCTY in Q4 2013 and held it in 12 quarters. The position peaked at $5.11M in Q2 2016. 1 fund tracked by Wall St. Rank holds SCTY as of Q4 2016.

  • Whittier Trust reported no remaining SolarCity Corporation position as of Q4 2016 after selling out during the quarter.
  • Whittier Trust sold 219,674 SolarCity Corporation shares in Q4 2016, an estimated $4.29M.
  • Whittier Trust first reported a position in SolarCity Corporation in Q4 2013 and held it in 12 quarters.
  • Whittier Trust's SolarCity Corporation position peaked at $5.11M in Q2 2016.
  • 1 fund tracked by Wall St. Rank held SolarCity Corporation as of Q4 2016.

Based on Whittier Trust's 13F filing for Q4 2016, filed 19 Jan 2017.