Sutton Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

Sutton Wealth Advisors’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
2016 Q3	–	Sell	-1,306	Closed	-$27.4K	–	1062
2016 Q2	$27.4K	Hold	1,306	–	–	0.03%	358
2016 Q1	$29.6K	Buy	+1,306	New	+$31.3K	0.03%	339

Other funds holding TAN

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

VAM

Verity Asset Management Durham, North Carolina $264M AUM 28.52% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sutton Wealth Advisors's TAN Position: Q3 2016 in Review

Sutton Wealth Advisors sold out of Invesco Solar ETF (TAN) in Q3 2016, closing a stake of 1,306 shares — an estimated $27.4K sold.

Sutton Wealth Advisors first reported a position in TAN in Q1 2016 and held it in 2 quarters. The position peaked at $29.6K in Q1 2016. 57 funds tracked by Wall St. Rank hold TAN as of Q3 2016.

Sutton Wealth Advisors reported no remaining Invesco Solar ETF position as of Q3 2016 after selling out during the quarter.
Sutton Wealth Advisors sold 1,306 Invesco Solar ETF shares in Q3 2016, an estimated $27.4K.
Sutton Wealth Advisors first reported a position in Invesco Solar ETF in Q1 2016 and held it in 2 quarters.
Sutton Wealth Advisors's Invesco Solar ETF position peaked at $29.6K in Q1 2016.
57 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2016.

Based on Sutton Wealth Advisors's 13F filing for Q3 2016, filed 6 Nov 2023.