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Telemus Capital’s Invesco Solar ETF TAN Stock Holding History

Telemus 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
2018
Q1 		– Sell
-500
Closed -$13K – 543
2017
Q4 		$13K Buy
+500
New +$11.9K ﹤0.01% 500

Other funds holding TAN

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Telemus Capital's TAN Position: Q1 2018 in Review

Telemus Capital sold out of Invesco Solar ETF (TAN) in Q1 2018, closing a stake of 500 shares — an estimated $13K sold.

Telemus Capital first reported a position in TAN in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 81 funds tracked by Wall St. Rank hold TAN as of Q1 2018.

  • Telemus Capital reported no remaining Invesco Solar ETF position as of Q1 2018 after selling out during the quarter.
  • Telemus Capital sold 500 Invesco Solar ETF shares in Q1 2018, an estimated $13K.
  • Telemus Capital first reported a position in Invesco Solar ETF in Q4 2017 and held it in 1 quarter.
  • Telemus Capital's Invesco Solar ETF position peaked at $13K in Q4 2017.
  • 81 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.