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Edge Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Edge Wealth Management’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
-825
Closed -$33K – 432
2014
Q3 		$33K Hold
825
– – 0.01% 224
2014
Q2 		$37K Buy
+825
New +$34.1K 0.02% 203

Other funds holding TAN

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Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Edge Wealth Management's TAN Position: Q4 2014 in Review

Edge Wealth Management sold out of Invesco Solar ETF (TAN) in Q4 2014, closing a stake of 825 shares — an estimated $33K sold.

Edge Wealth Management first reported a position in TAN in Q2 2014 and held it in 2 quarters. The position peaked at $37K in Q2 2014. 61 funds tracked by Wall St. Rank hold TAN as of Q4 2014.

  • Edge Wealth Management reported no remaining Invesco Solar ETF position as of Q4 2014 after selling out during the quarter.
  • Edge Wealth Management sold 825 Invesco Solar ETF shares in Q4 2014, an estimated $33K.
  • Edge Wealth Management first reported a position in Invesco Solar ETF in Q2 2014 and held it in 2 quarters.
  • Edge Wealth Management's Invesco Solar ETF position peaked at $37K in Q2 2014.
  • 61 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2014.

Based on Edge Wealth Management's 13F filing for Q4 2014, filed 12 Jan 2015.