Sumit Capital’s Invesco Solar ETF TAN Stock Holding History

Sumit Capital’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 Q3	–	Sell	-6,760	Closed	-$301K	–	143
2014 Q2	$301K	Buy	+6,760	New	+$280K	1.26%	23

Other funds holding TAN

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sumit Capital's TAN Position: Q3 2014 in Review

Sumit Capital sold out of Invesco Solar ETF (TAN) in Q3 2014, closing a stake of 6,760 shares — an estimated $301K sold.

Sumit Capital first reported a position in TAN in Q2 2014 and held it in 1 quarter. The position peaked at $301K in Q2 2014. 69 funds tracked by Wall St. Rank hold TAN as of Q3 2014.

Sumit Capital reported no remaining Invesco Solar ETF position as of Q3 2014 after selling out during the quarter.
Sumit Capital sold 6,760 Invesco Solar ETF shares in Q3 2014, an estimated $301K.
Sumit Capital first reported a position in Invesco Solar ETF in Q2 2014 and held it in 1 quarter.
Sumit Capital's Invesco Solar ETF position peaked at $301K in Q2 2014.
69 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2014.

Based on Sumit Capital's 13F filing for Q3 2014, filed 23 Oct 2014.