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Grimes & Company’s Invesco Solar ETF TAN Stock Holding History

Grimes & Company’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
2018
Q2 		– Sell
-22,452
Closed -$551K – 250
2018
Q1 		$551K Buy
+22,452
New +$561K 0.05% 152

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Susquehanna International Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Grimes & Company's TAN Position: Q2 2018 in Review

Grimes & Company sold out of Invesco Solar ETF (TAN) in Q2 2018, closing a stake of 22,452 shares — an estimated $551K sold.

Grimes & Company first reported a position in TAN in Q1 2018 and held it in 1 quarter. The position peaked at $551K in Q1 2018. 85 funds tracked by Wall St. Rank hold TAN as of Q2 2018.

  • Grimes & Company reported no remaining Invesco Solar ETF position as of Q2 2018 after selling out during the quarter.
  • Grimes & Company sold 22,452 Invesco Solar ETF shares in Q2 2018, an estimated $551K.
  • Grimes & Company first reported a position in Invesco Solar ETF in Q1 2018 and held it in 1 quarter.
  • Grimes & Company's Invesco Solar ETF position peaked at $551K in Q1 2018.
  • 85 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2018.

Based on Grimes & Company's 13F filing for Q2 2018, filed 10 Aug 2018.