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Dubuque Bank & Trust’s Invesco Solar ETF TAN Stock Holding History

Dubuque Bank & Trust’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
2019
Q2 		– Sell
-100
Closed -$2K – 551
2019
Q1 		$2K Buy
+100
New +$2.27K ﹤0.01% 668

Other funds holding TAN

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Dubuque Bank & Trust's TAN Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of Invesco Solar ETF (TAN) in Q2 2019, closing a stake of 100 shares — an estimated $2K sold.

Dubuque Bank & Trust first reported a position in TAN in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 99 funds tracked by Wall St. Rank hold TAN as of Q2 2019.

  • Dubuque Bank & Trust reported no remaining Invesco Solar ETF position as of Q2 2019 after selling out during the quarter.
  • Dubuque Bank & Trust sold 100 Invesco Solar ETF shares in Q2 2019, an estimated $2K.
  • Dubuque Bank & Trust first reported a position in Invesco Solar ETF in Q1 2019 and held it in 1 quarter.
  • Dubuque Bank & Trust's Invesco Solar ETF position peaked at $2K in Q1 2019.
  • 99 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.