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New England Investment & Retirement Group’s Invesco Solar ETF TAN Stock Holding History

New England Investment & Retirement 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
2021
Q3 		– Sell
-87,994
Closed -$7.86M – 113
2021
Q2 		$7.86M Buy
87,994
+3,781
+4% +$308K 1.71% 17
2021
Q1 		$7.73M Buy
+84,213
New +$8.85M 1.87% 14
2020
Q2 		– Sell
-645
Closed -$16K – 189
2020
Q1 		$16K Buy
+645
New +$21K 0.01% 127

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

New England Investment & Retirement Group's TAN Position: Q3 2021 in Review

New England Investment & Retirement Group sold out of Invesco Solar ETF (TAN) in Q3 2021, closing a stake of 87,994 shares — an estimated $7.86M sold.

New England Investment & Retirement Group first reported a position in TAN in Q1 2020 and held it in 3 quarters. The position peaked at $7.86M in Q2 2021. 307 funds tracked by Wall St. Rank hold TAN as of Q3 2021.

  • New England Investment & Retirement Group reported no remaining Invesco Solar ETF position as of Q3 2021 after selling out during the quarter.
  • New England Investment & Retirement Group sold 87,994 Invesco Solar ETF shares in Q3 2021, an estimated $7.86M.
  • New England Investment & Retirement Group first reported a position in Invesco Solar ETF in Q1 2020 and held it in 3 quarters.
  • New England Investment & Retirement Group's Invesco Solar ETF position peaked at $7.86M in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.