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Greenwood Capital Associates’s Invesco Solar ETF TAN Stock Holding History

Greenwood Capital Associates’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
2019
Q4 		– Sell
-15,745
Closed -$462K – 209
2019
Q3 		$462K Sell
15,745
-205
-1% -$6.12K 0.11% 97
2019
Q2 		$451K Buy
+15,950
New +$413K 0.11% 102

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Morgan Stanley
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William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Greenwood Capital Associates's TAN Position: Q4 2019 in Review

Greenwood Capital Associates sold out of Invesco Solar ETF (TAN) in Q4 2019, closing a stake of 15,745 shares — an estimated $462K sold.

Greenwood Capital Associates first reported a position in TAN in Q2 2019 and held it in 2 quarters. The position peaked at $462K in Q3 2019. 106 funds tracked by Wall St. Rank hold TAN as of Q4 2019.

  • Greenwood Capital Associates reported no remaining Invesco Solar ETF position as of Q4 2019 after selling out during the quarter.
  • Greenwood Capital Associates sold 15,745 Invesco Solar ETF shares in Q4 2019, an estimated $462K.
  • Greenwood Capital Associates first reported a position in Invesco Solar ETF in Q2 2019 and held it in 2 quarters.
  • Greenwood Capital Associates's Invesco Solar ETF position peaked at $462K in Q3 2019.
  • 106 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2019.

Based on Greenwood Capital Associates's 13F filing for Q4 2019, filed 12 Feb 2020.