AA
TAN icon

Apriem Advisors’s Invesco Solar ETF TAN Stock Holding History

Apriem Advisors’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,338
Closed -$53K – 639
2016
Q1 		$53K Sell
2,338
-2,502
-52% -$60K 0.02% 191
2015
Q4 		$148K Buy
4,840
+1,882
+64% +$55.4K 0.05% 115
2015
Q3 		$79K Hold
2,958
– – 0.03% 155
2015
Q2 		$116K Hold
2,958
– – 0.04% 133
2015
Q1 		$131K Buy
+2,958
New +$114K 0.05% 127
2014
Q4 		– Sell
-4,145
Closed -$168K – 550
2014
Q3 		$168K Buy
4,145
+1,000
+32% +$42.5K 0.06% 110
2014
Q2 		$140K Hold
3,145
– – 0.05% 132
2014
Q1 		$139K Buy
+3,145
New +$135K 0.05% 135

Other funds holding TAN

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return