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Tobias Financial Advisors’s Invesco Solar ETF TAN Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-1,788
Closed -$55K – 251
2019
Q4 		$55K Buy
+1,788
New +$51.7K 0.04% 93

Other funds holding TAN

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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WCA
Windsor Creek Advisors Bethel, Vermont $331M AUM 13.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Tobias Financial Advisors's TAN Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Invesco Solar ETF (TAN) in Q1 2020, closing a stake of 1,788 shares — an estimated $55K sold.

Tobias Financial Advisors first reported a position in TAN in Q4 2019 and held it in 1 quarter. The position peaked at $55K in Q4 2019. 121 funds tracked by Wall St. Rank hold TAN as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Invesco Solar ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 1,788 Invesco Solar ETF shares in Q1 2020, an estimated $55K.
  • Tobias Financial Advisors first reported a position in Invesco Solar ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Invesco Solar ETF position peaked at $55K in Q4 2019.
  • 121 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.