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	–	633
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

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

Patten Group's TAN Position: Q4 2016 in Review

Patten Group sold out of Invesco Solar ETF (TAN) in Q4 2016, closing a stake of 300 shares — an estimated $6.04K sold.

Patten Group first reported a position in TAN in Q2 2015 and held it in 6 quarters. The position peaked at $15.8K in Q2 2015. 54 funds tracked by Wall St. Rank hold TAN as of Q4 2016.

Patten Group reported no remaining Invesco Solar ETF position as of Q4 2016 after selling out during the quarter.
Patten Group sold 300 Invesco Solar ETF shares in Q4 2016, an estimated $6.04K.
Patten Group first reported a position in Invesco Solar ETF in Q2 2015 and held it in 6 quarters.
Patten Group's Invesco Solar ETF position peaked at $15.8K in Q2 2015.
54 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2016.

Based on Patten Group's 13F filing for Q4 2016, filed 10 Feb 2017.