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

Transamerica 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
Q3 		– Sell
-1,317
Closed -$48K – 454
2020
Q2 		$48K Buy
+1,317
New +$41.7K 0.01% 203

Other funds holding TAN

CI
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

Transamerica Financial Advisors's TAN Position: Q3 2020 in Review

Transamerica Financial Advisors sold out of Invesco Solar ETF (TAN) in Q3 2020, closing a stake of 1,317 shares — an estimated $48K sold.

Transamerica Financial Advisors first reported a position in TAN in Q2 2020 and held it in 1 quarter. The position peaked at $48K in Q2 2020. 181 funds tracked by Wall St. Rank hold TAN as of Q3 2020.

  • Transamerica Financial Advisors reported no remaining Invesco Solar ETF position as of Q3 2020 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1,317 Invesco Solar ETF shares in Q3 2020, an estimated $48K.
  • Transamerica Financial Advisors first reported a position in Invesco Solar ETF in Q2 2020 and held it in 1 quarter.
  • Transamerica Financial Advisors's Invesco Solar ETF position peaked at $48K in Q2 2020.
  • 181 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2020.

Based on Transamerica Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.