Camarda Financial Advisors’s Invesco Solar ETF TAN Stock Holding History

Camarda Financial 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
2014 Q4	–	Sell	-504	Closed	-$20K	–	282
2014 Q3	$20K	Sell	504 -609	-55%	-$25.9K	0.01%	162
2014 Q2	$50K	Buy	1,113 +542	+95%	+$22.4K	0.03%	134
2014 Q1	$25K	Buy	+571	New	+$24.5K	0.02%	127
2013 Q4	–	Sell	-492	Closed	-$17K	–	194
2013 Q3	$17K	Buy	+492	New	+$13.8K	0.02%	75

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

Camarda Financial Advisors's TAN Position: Q4 2014 in Review

Camarda Financial Advisors sold out of Invesco Solar ETF (TAN) in Q4 2014, closing a stake of 504 shares — an estimated $20K sold.

Camarda Financial Advisors first reported a position in TAN in Q3 2013 and held it in 4 quarters. The position peaked at $50K in Q2 2014. 61 funds tracked by Wall St. Rank hold TAN as of Q4 2014.

Camarda Financial Advisors reported no remaining Invesco Solar ETF position as of Q4 2014 after selling out during the quarter.
Camarda Financial Advisors sold 504 Invesco Solar ETF shares in Q4 2014, an estimated $20K.
Camarda Financial Advisors first reported a position in Invesco Solar ETF in Q3 2013 and held it in 4 quarters.
Camarda Financial Advisors's Invesco Solar ETF position peaked at $50K in Q2 2014.
61 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2014.

Based on Camarda Financial Advisors's 13F filing for Q4 2014, filed 23 Jan 2015.