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Carmichael Hill & Associates’s Invesco Solar ETF TAN Stock Holding History

Carmichael Hill & Associates’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
2021
Q1 		– Sell
-10
Closed -$1K – 781
2020
Q4 		$1K Buy
+10
New +$801 ﹤0.01% 721

Other funds holding TAN

CI
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carmichael Hill & Associates's TAN Position: Q1 2021 in Review

Carmichael Hill & Associates sold out of Invesco Solar ETF (TAN) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

Carmichael Hill & Associates first reported a position in TAN in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 308 funds tracked by Wall St. Rank hold TAN as of Q1 2021.

  • Carmichael Hill & Associates reported no remaining Invesco Solar ETF position as of Q1 2021 after selling out during the quarter.
  • Carmichael Hill & Associates sold 10 Invesco Solar ETF shares in Q1 2021, an estimated $1K.
  • Carmichael Hill & Associates first reported a position in Invesco Solar ETF in Q4 2020 and held it in 1 quarter.
  • Carmichael Hill & Associates's Invesco Solar ETF position peaked at $1K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2021.

Based on Carmichael Hill & Associates's 13F filing for Q1 2021, filed 28 Apr 2021.