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Smith & Howard Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Smith & Howard Wealth 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
2014
Q1 		– Sell
-510
Closed -$18K – 194
2013
Q4 		$18K Sell
510
-90
-15% -$3.37K 0.01% 175
2013
Q3 		$21K Buy
+600
New +$16.8K 0.01% 152

Other funds holding TAN

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LA
Leonetti & Associates Buffalo Grove, Illinois $272M AUM 4.82% 1-Year Est. Return
SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

Smith & Howard Wealth Management's TAN Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Invesco Solar ETF (TAN) in Q1 2014, closing a stake of 510 shares — an estimated $18K sold.

Smith & Howard Wealth Management first reported a position in TAN in Q3 2013 and held it in 2 quarters. The position peaked at $21K in Q3 2013. 67 funds tracked by Wall St. Rank hold TAN as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Invesco Solar ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 510 Invesco Solar ETF shares in Q1 2014, an estimated $18K.
  • Smith & Howard Wealth Management first reported a position in Invesco Solar ETF in Q3 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's Invesco Solar ETF position peaked at $21K in Q3 2013.
  • 67 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.