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Financial Architects (New Jersey)’s Invesco Solar ETF TAN Stock Holding History

Financial Architects (New Jersey)’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
Q4 		– Sell
-100
Closed -$2K – 1497
2016
Q3 		$2K Hold
100
– – ﹤0.01% 1351
2016
Q2 		$2K Hold
100
– – ﹤0.01% 1338
2016
Q1 		$2K Buy
+100
New +$2.4K ﹤0.01% 1074

Other funds holding TAN

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $560M AUM 49.02% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Architects (New Jersey)'s TAN Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of Invesco Solar ETF (TAN) in Q4 2016, closing a stake of 100 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in TAN in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 54 funds tracked by Wall St. Rank hold TAN as of Q4 2016.

  • Financial Architects (New Jersey) reported no remaining Invesco Solar ETF position as of Q4 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 100 Invesco Solar ETF shares in Q4 2016, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in Invesco Solar ETF in Q1 2016 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Invesco Solar ETF position peaked at $2K in Q3 2016.
  • 54 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.