Wellington Management Group
TAN icon

Wellington Management Group’s Invesco Solar ETF TAN Stock Holding History

Wellington Management Group’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
2014
Q3 		– Sell
-62,990
Closed -$2.81M – 2238
2014
Q2 		$2.81M Buy
+62,990
New +$2.6M ﹤0.01% 1600

Other funds holding TAN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wellington Management Group's TAN Position: Q3 2014 in Review

Wellington Management Group sold out of Invesco Solar ETF (TAN) in Q3 2014, closing a stake of 62,990 shares — an estimated $2.81M sold.

Wellington Management Group first reported a position in TAN in Q2 2014 and held it in 1 quarter. The position peaked at $2.81M in Q2 2014. 69 funds tracked by Wall St. Rank hold TAN as of Q3 2014.

  • Wellington Management Group reported no remaining Invesco Solar ETF position as of Q3 2014 after selling out during the quarter.
  • Wellington Management Group sold 62,990 Invesco Solar ETF shares in Q3 2014, an estimated $2.81M.
  • Wellington Management Group first reported a position in Invesco Solar ETF in Q2 2014 and held it in 1 quarter.
  • Wellington Management Group's Invesco Solar ETF position peaked at $2.81M in Q2 2014.
  • 69 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2014.

Based on Wellington Management Group's 13F filing for Q3 2014, filed 14 Nov 2014.