Exchange Capital Management’s Invesco Solar ETF TAN Stock Holding History

Exchange Capital 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
2018 Q4	–	Sell	-587	Closed	-$12K	–	253
2018 Q3	$12K	Hold	587	–	–	﹤0.01%	231
2018 Q2	$14K	Hold	587	–	–	﹤0.01%	207
2018 Q1	$14K	Hold	587	–	–	﹤0.01%	187
2017 Q4	$15K	Buy	587 +322	+122%	+$7.69K	﹤0.01%	178
2017 Q3	$6K	Hold	265	–	–	﹤0.01%	219
2017 Q2	$5K	Hold	265	–	–	﹤0.01%	208
2017 Q1	$5K	Hold	265	–	–	﹤0.01%	194
2016 Q4	$4K	Hold	265	–	–	﹤0.01%	180
2016 Q3	$5K	Hold	265	–	–	﹤0.01%	200
2016 Q2	$6K	Buy	+265	New	+$5.82K	﹤0.01%	197

Other funds holding TAN

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Exchange Capital Management's TAN Position: Q4 2018 in Review

Exchange Capital Management sold out of Invesco Solar ETF (TAN) in Q4 2018, closing a stake of 587 shares — an estimated $12K sold.

Exchange Capital Management first reported a position in TAN in Q2 2016 and held it in 10 quarters. The position peaked at $15K in Q4 2017. 80 funds tracked by Wall St. Rank hold TAN as of Q4 2018.

Exchange Capital Management reported no remaining Invesco Solar ETF position as of Q4 2018 after selling out during the quarter.
Exchange Capital Management sold 587 Invesco Solar ETF shares in Q4 2018, an estimated $12K.
Exchange Capital Management first reported a position in Invesco Solar ETF in Q2 2016 and held it in 10 quarters.
Exchange Capital Management's Invesco Solar ETF position peaked at $15K in Q4 2017.
80 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.