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Patten & Patten’s Invesco Solar ETF TAN Stock Holding History

Patten & Patten’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
2015
Q3 		– Sell
-8,400
Closed -$329K – 221
2015
Q2 		$329K Buy
8,400
+2,500
+42% +$113K 0.05% 178
2015
Q1 		$262K Buy
+5,900
New +$227K 0.04% 188
2014
Q4 		– Sell
-9,000
Closed -$366K – 215
2014
Q3 		$366K Buy
9,000
+3,500
+64% +$149K 0.06% 169
2014
Q2 		$245K Hold
5,500
– – 0.04% 188
2014
Q1 		$243K Buy
+5,500
New +$236K 0.03% 240

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Bank of America
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UOC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return