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D'Orazio & Associates’s Invesco Solar ETF TAN Stock Holding History

D'Orazio & 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
2016
Q3 		– Sell
-1,219
Closed -$26K – 304
2016
Q2 		$26K Hold
1,219
– – 0.01% 157
2016
Q1 		$27K Buy
+1,219
New +$29.2K 0.01% 157

Other funds holding TAN

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $264M AUM 28.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D'Orazio & Associates's TAN Position: Q3 2016 in Review

D'Orazio & Associates sold out of Invesco Solar ETF (TAN) in Q3 2016, closing a stake of 1,219 shares — an estimated $26K sold.

D'Orazio & Associates first reported a position in TAN in Q1 2016 and held it in 2 quarters. The position peaked at $27K in Q1 2016. 57 funds tracked by Wall St. Rank hold TAN as of Q3 2016.

  • D'Orazio & Associates reported no remaining Invesco Solar ETF position as of Q3 2016 after selling out during the quarter.
  • D'Orazio & Associates sold 1,219 Invesco Solar ETF shares in Q3 2016, an estimated $26K.
  • D'Orazio & Associates first reported a position in Invesco Solar ETF in Q1 2016 and held it in 2 quarters.
  • D'Orazio & Associates's Invesco Solar ETF position peaked at $27K in Q1 2016.
  • 57 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2016.

Based on D'Orazio & Associates's 13F filing for Q3 2016, filed 14 Nov 2016.