Kingfisher Capital’s Invesco Solar ETF TAN Stock Holding History

Kingfisher Capital’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
2016 Q1	–	Sell	-2,323	Closed	-$71K	–	242
2015 Q4	$71K	Buy	+2,323	New	+$68.4K	0.04%	148
2014 Q2	–	Sell	-19,609	Closed	-$867K	–	161
2014 Q1	$867K	Buy	+19,609	New	+$842K	0.46%	101

Other funds holding TAN

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Kingfisher Capital's TAN Position: Q1 2016 in Review

Kingfisher Capital sold out of Invesco Solar ETF (TAN) in Q1 2016, closing a stake of 2,323 shares — an estimated $71K sold.

Kingfisher Capital first reported a position in TAN in Q1 2014 and held it in 2 quarters. The position peaked at $867K in Q1 2014. 59 funds tracked by Wall St. Rank hold TAN as of Q1 2016.

Kingfisher Capital reported no remaining Invesco Solar ETF position as of Q1 2016 after selling out during the quarter.
Kingfisher Capital sold 2,323 Invesco Solar ETF shares in Q1 2016, an estimated $71K.
Kingfisher Capital first reported a position in Invesco Solar ETF in Q1 2014 and held it in 2 quarters.
Kingfisher Capital's Invesco Solar ETF position peaked at $867K in Q1 2014.
59 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2016.

Based on Kingfisher Capital's 13F filing for Q1 2016, filed 13 May 2016.