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Wealthfront’s Invesco Solar ETF TAN Stock Holding History

Wealthfront’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
Q4 		– Sell
-279
Closed -$7K – 957
2015
Q3 		$7K Buy
279
+262
+1,541% +$8.49K ﹤0.01% 1056
2015
Q2 		$1K Hold
17
– – ﹤0.01% 1255
2015
Q1 		$1K Hold
17
– – ﹤0.01% 1139
2014
Q4 		$1K Hold
17
– – ﹤0.01% 634
2014
Q3 		$1K Buy
+17
New +$723 ﹤0.01% 654

Other funds holding TAN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return