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New England Securities’s Invesco Solar ETF TAN Stock Holding History

New England Securities’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
Q4 		$4K Buy
129
+100
+345% +$3.58K ﹤0.01% 1345
2014
Q3 		$1K Buy
29
+6
+26% +$255 ﹤0.01% 1613
2014
Q2 		$1K Buy
+23
New +$951 ﹤0.01% 1665

Other funds holding TAN

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

New England Securities's TAN Position: Q4 2014 in Review

New England Securities increased its Invesco Solar ETF (TAN) stake by 345% in Q4 2014, buying an estimated $3.58K and bringing the position to 129 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

New England Securities first reported a position in TAN in Q2 2014 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold TAN as of Q4 2014.

  • New England Securities held 129 shares of Invesco Solar ETF worth $4K as of Q4 2014.
  • New England Securities bought 100 Invesco Solar ETF shares in Q4 2014, an estimated $3.58K.
  • Invesco Solar ETF made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1345 holding.
  • New England Securities first reported a position in Invesco Solar ETF in Q2 2014 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.