First Western Capital Management’s Invesco Solar ETF TAN Stock Holding History

First Western 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
2014 Q4	–	Sell	-33,400	Closed	-$1.36M	–	140
2014 Q3	$1.36M	Buy	33,400 +21,000	+169%	+$893K	0.4%	93
2014 Q2	$553K	Buy	+12,400	New	+$513K	0.18%	108

Other funds holding TAN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

First Western Capital Management's TAN Position: Q4 2014 in Review

First Western Capital Management sold out of Invesco Solar ETF (TAN) in Q4 2014, closing a stake of 33,400 shares — an estimated $1.36M sold.

First Western Capital Management first reported a position in TAN in Q2 2014 and held it in 2 quarters. The position peaked at $1.36M in Q3 2014. 61 funds tracked by Wall St. Rank hold TAN as of Q4 2014.

First Western Capital Management reported no remaining Invesco Solar ETF position as of Q4 2014 after selling out during the quarter.
First Western Capital Management sold 33,400 Invesco Solar ETF shares in Q4 2014, an estimated $1.36M.
First Western Capital Management first reported a position in Invesco Solar ETF in Q2 2014 and held it in 2 quarters.
First Western Capital Management's Invesco Solar ETF position peaked at $1.36M in Q3 2014.
61 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2014.

Based on First Western Capital Management's 13F filing for Q4 2014, filed 3 Feb 2015.