Webster Bank’s Invesco Solar ETF TAN Stock Holding History

Webster Bank’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
2019 Q2	–	Sell	-1,500	Closed	-$35K	–	517
2019 Q1	$35K	Hold	1,500	–	–	0.01%	336
2018 Q4	$28K	Hold	1,500	–	–	﹤0.01%	351
2018 Q3	$31K	Buy	+1,500	New	+$33.2K	﹤0.01%	368
2018 Q2	–	Sell	-1,500	Closed	-$37K	–	524
2018 Q1	$37K	Sell	1,500 -2,015	-57%	-$50.3K	0.01%	371
2017 Q4	$89K	Buy	3,515 +2,015	+134%	+$48.1K	0.01%	292
2017 Q3	$32K	Hold	1,500	–	–	﹤0.01%	405
2017 Q2	$30K	Hold	1,500	–	–	﹤0.01%	409
2017 Q1	$26K	Hold	1,500	–	–	﹤0.01%	437
2016 Q4	$25K	Buy	+1,500	New	+$27.8K	﹤0.01%	422

Other funds holding TAN

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return