Aviance Capital Management’s Invesco Solar ETF TAN Stock Holding History

Aviance Capital Management’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
2015 Q1	–	Sell	-11,793	Closed	-$402K	–	310
2014 Q4	$402K	Buy	11,793 +969	+9%	+$34.7K	0.01%	247
2014 Q3	$440K	Buy	10,824 +1,641	+18%	+$69.8K	0.02%	241
2014 Q2	$409K	Buy	9,183 +1,582	+21%	+$65.4K	0.02%	242
2014 Q1	$336K	Buy	+7,601	New	+$326K	0.02%	240

Other funds holding TAN

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Aviance Capital Management's TAN Position: Q1 2015 in Review

Aviance Capital Management sold out of Invesco Solar ETF (TAN) in Q1 2015, closing a stake of 11,793 shares — an estimated $402K sold.

Aviance Capital Management first reported a position in TAN in Q1 2014 and held it in 4 quarters. The position peaked at $440K in Q3 2014. 58 funds tracked by Wall St. Rank hold TAN as of Q1 2015.

Aviance Capital Management reported no remaining Invesco Solar ETF position as of Q1 2015 after selling out during the quarter.
Aviance Capital Management sold 11,793 Invesco Solar ETF shares in Q1 2015, an estimated $402K.
Aviance Capital Management first reported a position in Invesco Solar ETF in Q1 2014 and held it in 4 quarters.
Aviance Capital Management's Invesco Solar ETF position peaked at $440K in Q3 2014.
58 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2015.

Based on Aviance Capital Management's 13F filing for Q1 2015, filed 14 May 2015.