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CAZ Investments’s Invesco Solar ETF TAN Stock Holding History

CAZ Investments’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
2020
Q2 		– Sell
-5,696
Closed -$144K – 52
2020
Q1 		$144K Buy
+5,696
New +$186K 0.37% 43
2015
Q1 		– Sell
-7,600
Closed -$259K – 128
2014
Q4 		$259K Buy
+7,600
New +$272K 0.19% 110

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAZ Investments's TAN Position: Q2 2020 in Review

CAZ Investments sold out of Invesco Solar ETF (TAN) in Q2 2020, closing a stake of 5,696 shares — an estimated $144K sold.

CAZ Investments first reported a position in TAN in Q4 2014 and held it in 2 quarters. The position peaked at $259K in Q4 2014. 129 funds tracked by Wall St. Rank hold TAN as of Q2 2020.

  • CAZ Investments reported no remaining Invesco Solar ETF position as of Q2 2020 after selling out during the quarter.
  • CAZ Investments sold 5,696 Invesco Solar ETF shares in Q2 2020, an estimated $144K.
  • CAZ Investments first reported a position in Invesco Solar ETF in Q4 2014 and held it in 2 quarters.
  • CAZ Investments's Invesco Solar ETF position peaked at $259K in Q4 2014.
  • 129 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2020.

Based on CAZ Investments's 13F filing for Q2 2020, filed 12 Aug 2020.