MYCIO Wealth Partners’s Invesco Solar ETF TAN Stock Holding History

MYCIO Wealth Partners’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 Q4	–	Sell	-111	Closed	-$2K	–	599
2016 Q3	$2K	Hold	111	–	–	﹤0.01%	762
2016 Q2	$2K	Hold	111	–	–	﹤0.01%	912
2016 Q1	$3K	Hold	111	–	–	﹤0.01%	663
2015 Q4	$3K	Hold	111	–	–	﹤0.01%	660
2015 Q3	$3K	Hold	111	–	–	﹤0.01%	717
2015 Q2	$4K	Hold	111	–	–	﹤0.01%	614
2015 Q1	$5K	Hold	111	–	–	﹤0.01%	548
2014 Q4	$4K	Hold	111	–	–	﹤0.01%	540
2014 Q3	$5K	Hold	111	–	–	﹤0.01%	518
2014 Q2	$5K	Hold	111	–	–	﹤0.01%	535
2014 Q1	$5K	Hold	111	–	–	﹤0.01%	531
2013 Q4	$4K	Hold	111	–	–	﹤0.01%	526
2013 Q3	$4K	Hold	111	–	–	﹤0.01%	473
2013 Q2	$3K	Buy	+111	New	+$2.37K	﹤0.01%	495

Other funds holding TAN

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

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

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NatWest Group Edinburgh, Scotland, United Kingdom $560M AUM 49.02% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

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

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

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

MYCIO Wealth Partners's TAN Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Invesco Solar ETF (TAN) in Q4 2016, closing a stake of 111 shares — an estimated $2K sold.

MYCIO Wealth Partners first reported a position in TAN in Q2 2013 and held it in 14 quarters. The position peaked at $5K in Q1 2015. 54 funds tracked by Wall St. Rank hold TAN as of Q4 2016.

MYCIO Wealth Partners reported no remaining Invesco Solar ETF position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 111 Invesco Solar ETF shares in Q4 2016, an estimated $2K.
MYCIO Wealth Partners first reported a position in Invesco Solar ETF in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's Invesco Solar ETF position peaked at $5K in Q1 2015.
54 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.