Round Table Investment Management’s Invesco Solar ETF TAN Stock Holding History

Round Table Investment Management’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 Q4	$552K	Buy	+18,000	New	+$530K	1.14%	16

Other funds holding TAN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCM

Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Round Table Investment Management's TAN Position: Q4 2015 in Review

Round Table Investment Management opened a new position in Invesco Solar ETF (TAN) in Q4 2015: 18,000 shares worth $552K. The stake represents 1.14% of the portfolio and ranks #16 among its holdings.

64 funds tracked by Wall St. Rank hold TAN as of Q4 2015.

Round Table Investment Management held 18,000 shares of Invesco Solar ETF worth $552K as of Q4 2015.
Invesco Solar ETF was a new Round Table Investment Management position in Q4 2015.
Invesco Solar ETF made up 1.14% of Round Table Investment Management's portfolio in Q4 2015, its #16 holding.
64 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2015.

Based on Round Table Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.