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 New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

Wealthfront's TAN Position: Q4 2015 in Review

Wealthfront sold out of Invesco Solar ETF (TAN) in Q4 2015, closing a stake of 279 shares — an estimated $7K sold.

Wealthfront first reported a position in TAN in Q3 2014 and held it in 5 quarters. The position peaked at $7K in Q3 2015. 64 funds tracked by Wall St. Rank hold TAN as of Q4 2015.

Wealthfront reported no remaining Invesco Solar ETF position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 279 Invesco Solar ETF shares in Q4 2015, an estimated $7K.
Wealthfront first reported a position in Invesco Solar ETF in Q3 2014 and held it in 5 quarters.
Wealthfront's Invesco Solar ETF position peaked at $7K in Q3 2015.
64 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.