VNA
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Valley National Advisers’s Invesco Solar ETF TAN Stock Holding History

Valley National Advisers’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
2017
Q3 		– Sell
-25
Closed – – 698
2017
Q2 		$0 Buy
+25
New +$454 ﹤0.01% 647

Other funds holding TAN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

Valley National Advisers's TAN Position: Q3 2017 in Review

Valley National Advisers sold out of Invesco Solar ETF (TAN) in Q3 2017, closing a stake of 25 shares.

Valley National Advisers first reported a position in TAN in Q2 2017 and held it in 1 quarter. The position peaked at $0 in Q2 2017. 76 funds tracked by Wall St. Rank hold TAN as of Q3 2017.

  • Valley National Advisers reported no remaining Invesco Solar ETF position as of Q3 2017 after selling out during the quarter.
  • Valley National Advisers sold 25 Invesco Solar ETF shares in Q3 2017.
  • Valley National Advisers first reported a position in Invesco Solar ETF in Q2 2017 and held it in 1 quarter.
  • Valley National Advisers's Invesco Solar ETF position peaked at $0 in Q2 2017.
  • 76 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2017.

Based on Valley National Advisers's 13F filing for Q3 2017, filed 14 Nov 2017.