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Peachtree Investment Advisors’s Invesco Solar ETF TAN Stock Holding History

Peachtree Investment Advisors’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
-150
Closed -$6K – 235
2015
Q2 		$6K Hold
150
– – ﹤0.01% 268
2015
Q1 		$7K Hold
150
– – 0.01% 276
2014
Q4 		$5K Buy
+150
New +$5.37K ﹤0.01% 320

Other funds holding TAN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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

Peachtree Investment Advisors's TAN Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Invesco Solar ETF (TAN) in Q3 2015, closing a stake of 150 shares — an estimated $6K sold.

Peachtree Investment Advisors first reported a position in TAN in Q4 2014 and held it in 3 quarters. The position peaked at $7K in Q1 2015. 51 funds tracked by Wall St. Rank hold TAN as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Invesco Solar ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 150 Invesco Solar ETF shares in Q3 2015, an estimated $6K.
  • Peachtree Investment Advisors first reported a position in Invesco Solar ETF in Q4 2014 and held it in 3 quarters.
  • Peachtree Investment Advisors's Invesco Solar ETF position peaked at $7K in Q1 2015.
  • 51 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.