Harfst & Associates’s Invesco Solar ETF TAN Stock Holding History

Harfst & 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
2015 Q3	–	Sell	-500	Closed	-$20K	–	318
2015 Q2	$20K	Buy	+500	New	+$22.6K	0.01%	226

Other funds holding TAN

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Harfst & Associates's TAN Position: Q3 2015 in Review

Harfst & Associates sold out of Invesco Solar ETF (TAN) in Q3 2015, closing a stake of 500 shares — an estimated $20K sold.

Harfst & Associates first reported a position in TAN in Q2 2015 and held it in 1 quarter. The position peaked at $20K in Q2 2015. 51 funds tracked by Wall St. Rank hold TAN as of Q3 2015.

Harfst & Associates reported no remaining Invesco Solar ETF position as of Q3 2015 after selling out during the quarter.
Harfst & Associates sold 500 Invesco Solar ETF shares in Q3 2015, an estimated $20K.
Harfst & Associates first reported a position in Invesco Solar ETF in Q2 2015 and held it in 1 quarter.
Harfst & Associates's Invesco Solar ETF position peaked at $20K in Q2 2015.
51 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2015.

Based on Harfst & Associates's 13F filing for Q3 2015, filed 9 Nov 2015.