LA
TAN icon

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

Leonetti & 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
2014
Q2 		– Sell
-130,950
Closed -$5.79M – 36
2014
Q1 		$5.79M Buy
+130,950
New +$5.62M 1.95% 16

Other funds holding TAN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Leonetti & Associates's TAN Position: Q2 2014 in Review

Leonetti & Associates sold out of Invesco Solar ETF (TAN) in Q2 2014, closing a stake of 130,950 shares — an estimated $5.79M sold.

Leonetti & Associates first reported a position in TAN in Q1 2014 and held it in 1 quarter. The position peaked at $5.79M in Q1 2014. 71 funds tracked by Wall St. Rank hold TAN as of Q2 2014.

  • Leonetti & Associates reported no remaining Invesco Solar ETF position as of Q2 2014 after selling out during the quarter.
  • Leonetti & Associates sold 130,950 Invesco Solar ETF shares in Q2 2014, an estimated $5.79M.
  • Leonetti & Associates first reported a position in Invesco Solar ETF in Q1 2014 and held it in 1 quarter.
  • Leonetti & Associates's Invesco Solar ETF position peaked at $5.79M in Q1 2014.
  • 71 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2014.

Based on Leonetti & Associates's 13F filing for Q2 2014, filed 12 Aug 2014.