TD Asset Management’s Invesco Solar ETF TAN Stock Holding History

TD Asset 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 Q1	–	Sell	-10,570	Closed	-$360K	–	1407
2014 Q4	$360K	Buy	10,570 +5,167	+96%	+$185K	﹤0.01%	1185
2014 Q3	$220K	Buy	+5,403	New	+$230K	﹤0.01%	1227

Other funds holding TAN

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

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

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

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

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BCM

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

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

TD Asset Management's TAN Position: Q1 2015 in Review

TD Asset Management sold out of Invesco Solar ETF (TAN) in Q1 2015, closing a stake of 10,570 shares — an estimated $360K sold.

TD Asset Management first reported a position in TAN in Q3 2014 and held it in 2 quarters. The position peaked at $360K in Q4 2014. 58 funds tracked by Wall St. Rank hold TAN as of Q1 2015.

TD Asset Management reported no remaining Invesco Solar ETF position as of Q1 2015 after selling out during the quarter.
TD Asset Management sold 10,570 Invesco Solar ETF shares in Q1 2015, an estimated $360K.
TD Asset Management first reported a position in Invesco Solar ETF in Q3 2014 and held it in 2 quarters.
TD Asset Management's Invesco Solar ETF position peaked at $360K in Q4 2014.
58 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2015.

Based on TD Asset Management's 13F filing for Q1 2015, filed 28 Apr 2015.