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

Elite 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
-100
Closed -$4K – 404
2014
Q3 		$4K Hold
100
– – ﹤0.01% 404
2014
Q2 		$4K Buy
+100
New +$4.13K ﹤0.01% 336

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UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Elite Wealth Management sold out of Invesco Solar ETF (TAN) in Q4 2014, closing a stake of 100 shares — an estimated $4K sold.

Elite Wealth Management first reported a position in TAN in Q2 2014 and held it in 2 quarters. The position peaked at $4K in Q3 2014. 61 funds tracked by Wall St. Rank hold TAN as of Q4 2014.

  • Elite Wealth Management reported no remaining Invesco Solar ETF position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 100 Invesco Solar ETF shares in Q4 2014, an estimated $4K.
  • Elite Wealth Management first reported a position in Invesco Solar ETF in Q2 2014 and held it in 2 quarters.
  • Elite Wealth Management's Invesco Solar ETF position peaked at $4K in Q3 2014.
  • 61 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.