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Brandywine Oak Private Wealth’s Invesco Solar ETF TAN Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-85
Closed -$1K – 570
2018
Q4 		$1K Buy
+85
New +$1.68K ﹤0.01% 692

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ACM
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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 $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Brandywine Oak Private Wealth's TAN Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Invesco Solar ETF (TAN) in Q1 2019, closing a stake of 85 shares — an estimated $1K sold.

Brandywine Oak Private Wealth first reported a position in TAN in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 89 funds tracked by Wall St. Rank hold TAN as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Invesco Solar ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 85 Invesco Solar ETF shares in Q1 2019, an estimated $1K.
  • Brandywine Oak Private Wealth first reported a position in Invesco Solar ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Invesco Solar ETF position peaked at $1K in Q4 2018.
  • 89 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.