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Bristlecone Advisors’s Invesco Solar ETF TAN Stock Holding History

Bristlecone 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
2017
Q4 		– Sell
-240
Closed -$5K – 256
2017
Q3 		$5K Buy
+240
New +$5.14K ﹤0.01% 274

Other funds holding TAN

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return

Bristlecone Advisors's TAN Position: Q4 2017 in Review

Bristlecone Advisors sold out of Invesco Solar ETF (TAN) in Q4 2017, closing a stake of 240 shares — an estimated $5K sold.

Bristlecone Advisors first reported a position in TAN in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 86 funds tracked by Wall St. Rank hold TAN as of Q4 2017.

  • Bristlecone Advisors reported no remaining Invesco Solar ETF position as of Q4 2017 after selling out during the quarter.
  • Bristlecone Advisors sold 240 Invesco Solar ETF shares in Q4 2017, an estimated $5K.
  • Bristlecone Advisors first reported a position in Invesco Solar ETF in Q3 2017 and held it in 1 quarter.
  • Bristlecone Advisors's Invesco Solar ETF position peaked at $5K in Q3 2017.
  • 86 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2017.

Based on Bristlecone Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.