Zuckerman Investment Group’s SolarCity Corporation SCTY Stock Holding History

Zuckerman Investment Group’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	-21,090	Closed	-$518K	–	57
2016 Q1	$518K	Sell	21,090 -2,194	-9%	-$62.6K	0.14%	33
2015 Q4	$1.19M	Sell	23,284 -13,734	-37%	-$533K	0.28%	33
2015 Q3	$1.58M	Sell	37,018 -5,647	-13%	-$284K	0.37%	31
2015 Q2	$2.29M	Sell	42,665 -2,585	-6%	-$151K	0.51%	24
2015 Q1	$2.32M	Sell	45,250 -1,400	-3%	-$71.9K	0.49%	29
2014 Q4	$2.5M	Sell	46,650 -2,315	-5%	-$124K	0.53%	27
2014 Q3	$2.92M	Sell	48,965 -3,975	-8%	-$274K	0.61%	30
2014 Q2	$3.74M	Buy	+52,940	New	+$2.97M	0.81%	27

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

Zuckerman Investment Group's SCTY Position: Q2 2016 in Review

Zuckerman Investment Group sold out of SolarCity Corporation (SCTY) in Q2 2016, closing a stake of 21,090 shares — an estimated $518K sold.

Zuckerman Investment Group first reported a position in SCTY in Q2 2014 and held it in 8 quarters. The position peaked at $3.74M in Q2 2014. 196 funds tracked by Wall St. Rank hold SCTY as of Q2 2016.

Zuckerman Investment Group reported no remaining SolarCity Corporation position as of Q2 2016 after selling out during the quarter.
Zuckerman Investment Group sold 21,090 SolarCity Corporation shares in Q2 2016, an estimated $518K.
Zuckerman Investment Group first reported a position in SolarCity Corporation in Q2 2014 and held it in 8 quarters.
Zuckerman Investment Group's SolarCity Corporation position peaked at $3.74M in Q2 2014.
196 funds tracked by Wall St. Rank held SolarCity Corporation as of Q2 2016.

Based on Zuckerman Investment Group's 13F filing for Q2 2016, filed 12 Aug 2016.