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Roman Butler Fullerton & Co’s Invesco Solar ETF TAN Stock Holding History

Roman Butler Fullerton & Co’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
2021
Q1 		– Sell
-2,300
Closed -$236K – 202
2020
Q4 		$236K Buy
+2,300
New +$184K 0.14% 157

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Bank of America
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PVH
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 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

Roman Butler Fullerton & Co's TAN Position: Q1 2021 in Review

Roman Butler Fullerton & Co sold out of Invesco Solar ETF (TAN) in Q1 2021, closing a stake of 2,300 shares — an estimated $236K sold.

Roman Butler Fullerton & Co first reported a position in TAN in Q4 2020 and held it in 1 quarter. The position peaked at $236K in Q4 2020. 308 funds tracked by Wall St. Rank hold TAN as of Q1 2021.

  • Roman Butler Fullerton & Co reported no remaining Invesco Solar ETF position as of Q1 2021 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 2,300 Invesco Solar ETF shares in Q1 2021, an estimated $236K.
  • Roman Butler Fullerton & Co first reported a position in Invesco Solar ETF in Q4 2020 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's Invesco Solar ETF position peaked at $236K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2021.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2021, filed 22 Apr 2021.