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Patten Group’s Invesco Solar ETF TAN Stock Holding History

Patten 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
2016
Q4 		– Sell
-300
Closed -$6.04K – 635
2016
Q3 		$6.04K Hold
300
– – ﹤0.01% 517
2016
Q2 		$6.29K Sell
300
-102
-25% -$2.24K ﹤0.01% 496
2016
Q1 		$9.11K Hold
402
– – ﹤0.01% 477
2015
Q4 		$12.3K Hold
402
– – 0.01% 470
2015
Q3 		$10.7K Hold
402
– – 0.01% 424
2015
Q2 		$15.8K Buy
+402
New +$18.1K 0.01% 399

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Bank of America
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CCM
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Jane Street
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NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return