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First New York Securities’s Invesco Solar ETF TAN Stock Holding History

First New York Securities’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
Q1 		– Sell
-50
Closed -$2K – 468
2013
Q4 		$2K Buy
+50
New +$1.87K ﹤0.01% 262

Other funds holding TAN

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LA
Leonetti & Associates Buffalo Grove, Illinois $272M AUM 4.82% 1-Year Est. Return
SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

First New York Securities's TAN Position: Q1 2014 in Review

First New York Securities sold out of Invesco Solar ETF (TAN) in Q1 2014, closing a stake of 50 shares — an estimated $2K sold.

First New York Securities first reported a position in TAN in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 67 funds tracked by Wall St. Rank hold TAN as of Q1 2014.

  • First New York Securities reported no remaining Invesco Solar ETF position as of Q1 2014 after selling out during the quarter.
  • First New York Securities sold 50 Invesco Solar ETF shares in Q1 2014, an estimated $2K.
  • First New York Securities first reported a position in Invesco Solar ETF in Q4 2013 and held it in 1 quarter.
  • First New York Securities's Invesco Solar ETF position peaked at $2K in Q4 2013.
  • 67 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2014.

Based on First New York Securities's 13F filing for Q1 2014, filed 15 May 2014.