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Reilly Financial Advisors’s Invesco Solar ETF TAN Stock Holding History

Reilly Financial 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
2019
Q4 		– Sell
-600
Closed -$18K – 923
2019
Q3 		$18K Buy
+600
New +$17.9K ﹤0.01% 537

Other funds holding TAN

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
WCA
Windsor Creek Advisors Bethel, Vermont $331M AUM 13.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Reilly Financial Advisors's TAN Position: Q4 2019 in Review

Reilly Financial Advisors sold out of Invesco Solar ETF (TAN) in Q4 2019, closing a stake of 600 shares — an estimated $18K sold.

Reilly Financial Advisors first reported a position in TAN in Q3 2019 and held it in 1 quarter. The position peaked at $18K in Q3 2019. 106 funds tracked by Wall St. Rank hold TAN as of Q4 2019.

  • Reilly Financial Advisors reported no remaining Invesco Solar ETF position as of Q4 2019 after selling out during the quarter.
  • Reilly Financial Advisors sold 600 Invesco Solar ETF shares in Q4 2019, an estimated $18K.
  • Reilly Financial Advisors first reported a position in Invesco Solar ETF in Q3 2019 and held it in 1 quarter.
  • Reilly Financial Advisors's Invesco Solar ETF position peaked at $18K in Q3 2019.
  • 106 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2019.

Based on Reilly Financial Advisors's 13F filing for Q4 2019, filed 16 Jan 2020.