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Lenox Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

Lenox Wealth Advisors’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
2020
Q1 		– Sell
-65
Closed -$2K – 923
2019
Q4 		$2K Buy
+65
New +$1.88K ﹤0.01% 627

Other funds holding TAN

CI
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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WCA
Windsor Creek Advisors Bethel, Vermont $331M AUM 13.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $869M AUM 16.19% 1-Year Est. Return

Lenox Wealth Advisors's TAN Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Invesco Solar ETF (TAN) in Q1 2020, closing a stake of 65 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in TAN in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 121 funds tracked by Wall St. Rank hold TAN as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining Invesco Solar ETF position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 65 Invesco Solar ETF shares in Q1 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Invesco Solar ETF in Q4 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's Invesco Solar ETF position peaked at $2K in Q4 2019.
  • 121 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.