BB&T Securities’s Invesco Solar ETF TAN Stock Holding History

BB&T Securities’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
2014 Q4	–	Sell	-8,476	Closed	-$345K	–	1121
2014 Q3	$345K	Hold	8,476	–	–	0.01%	814
2014 Q2	$378K	Buy	+8,476	New	+$351K	0.01%	738

Other funds holding TAN

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

CWM

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BB&T Securities's TAN Position: Q4 2014 in Review

BB&T Securities sold out of Invesco Solar ETF (TAN) in Q4 2014, closing a stake of 8,476 shares — an estimated $345K sold.

BB&T Securities first reported a position in TAN in Q2 2014 and held it in 2 quarters. The position peaked at $378K in Q2 2014. 61 funds tracked by Wall St. Rank hold TAN as of Q4 2014.

BB&T Securities reported no remaining Invesco Solar ETF position as of Q4 2014 after selling out during the quarter.
BB&T Securities sold 8,476 Invesco Solar ETF shares in Q4 2014, an estimated $345K.
BB&T Securities first reported a position in Invesco Solar ETF in Q2 2014 and held it in 2 quarters.
BB&T Securities's Invesco Solar ETF position peaked at $378K in Q2 2014.
61 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2014.

Based on BB&T Securities's 13F filing for Q4 2014, filed 22 Jan 2015.