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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
2014
Q3 		– Sell
-300
Closed -$4K – 970
2014
Q2 		$4K Buy
+300
New +$12.4K ﹤0.01% 816

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CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 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 $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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.