Stifel Nicolaus & Co’s Invesco Solar ETF TAN Stock Holding History

Stifel Nicolaus & 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
2013 Q3	–	Sell	-12,407	Closed	-$295K	–	1532
2013 Q2	$295K	Buy	+12,407	New	+$265K	0.01%	1098

Other funds holding TAN

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

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

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

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

HCMT

Highland Capital Management (Texas) Dallas, Texas $39M AUM

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

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Stifel Nicolaus & Co's TAN Position: Q3 2013 in Review

Stifel Nicolaus & Co sold out of Invesco Solar ETF (TAN) in Q3 2013, closing a stake of 12,407 shares — an estimated $295K sold.

Stifel Nicolaus & Co first reported a position in TAN in Q2 2013 and held it in 1 quarter. The position peaked at $295K in Q2 2013. 38 funds tracked by Wall St. Rank hold TAN as of Q3 2013.

Stifel Nicolaus & Co reported no remaining Invesco Solar ETF position as of Q3 2013 after selling out during the quarter.
Stifel Nicolaus & Co sold 12,407 Invesco Solar ETF shares in Q3 2013, an estimated $295K.
Stifel Nicolaus & Co first reported a position in Invesco Solar ETF in Q2 2013 and held it in 1 quarter.
Stifel Nicolaus & Co's Invesco Solar ETF position peaked at $295K in Q2 2013.
38 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.