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

US 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
2015
Q2 		– Sell
-200
Closed -$9.02K – 566
2015
Q1 		$9K Hold
200
– – 0.01% 272
2014
Q4 		$7K Buy
+200
New +$7.17K 0.01% 267

Other funds holding TAN

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

US Financial Advisors's TAN Position: Q2 2015 in Review

US Financial Advisors sold out of Invesco Solar ETF (TAN) in Q2 2015, closing a stake of 200 shares — an estimated $9.02K sold.

US Financial Advisors first reported a position in TAN in Q4 2014 and held it in 2 quarters. The position peaked at $9K in Q1 2015. 63 funds tracked by Wall St. Rank hold TAN as of Q2 2015.

  • US Financial Advisors reported no remaining Invesco Solar ETF position as of Q2 2015 after selling out during the quarter.
  • US Financial Advisors sold 200 Invesco Solar ETF shares in Q2 2015, an estimated $9.02K.
  • US Financial Advisors first reported a position in Invesco Solar ETF in Q4 2014 and held it in 2 quarters.
  • US Financial Advisors's Invesco Solar ETF position peaked at $9K in Q1 2015.
  • 63 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2015.

Based on US Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.