MWPCG
TAN icon

Measured Wealth Private Client Group’s Invesco Solar ETF TAN Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-225
Closed -$5K – 635
2018
Q3 		$5K Buy
+225
New +$4.97K ﹤0.01% 702

Other funds holding TAN

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Measured Wealth Private Client Group's TAN Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Invesco Solar ETF (TAN) in Q4 2018, closing a stake of 225 shares — an estimated $5K sold.

Measured Wealth Private Client Group first reported a position in TAN in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 80 funds tracked by Wall St. Rank hold TAN as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Invesco Solar ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 225 Invesco Solar ETF shares in Q4 2018, an estimated $5K.
  • Measured Wealth Private Client Group first reported a position in Invesco Solar ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Invesco Solar ETF position peaked at $5K in Q3 2018.
  • 80 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.