WFG Advisors’s Invesco Solar ETF TAN Stock Holding History

WFG Advisors’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 Q1	–	Sell	-518	Closed	-$18K	–	2075
2014 Q4	$18K	Hold	518	–	–	﹤0.01%	1263
2014 Q3	$21K	Hold	518	–	–	﹤0.01%	1265
2014 Q2	$23K	Sell	518 -1,300	-72%	-$53.8K	﹤0.01%	1222
2014 Q1	$80K	Buy	1,818 +1,300	+251%	+$55.8K	0.02%	722
2013 Q4	$18K	Hold	518	–	–	﹤0.01%	1383
2013 Q3	$18K	Buy	+518	New	+$14.5K	﹤0.01%	1318

Other funds holding TAN

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

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

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

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

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

BCM

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

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

WFG Advisors's TAN Position: Q1 2015 in Review

WFG Advisors sold out of Invesco Solar ETF (TAN) in Q1 2015, closing a stake of 518 shares — an estimated $18K sold.

WFG Advisors first reported a position in TAN in Q3 2013 and held it in 6 quarters. The position peaked at $80K in Q1 2014. 58 funds tracked by Wall St. Rank hold TAN as of Q1 2015.

WFG Advisors reported no remaining Invesco Solar ETF position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 518 Invesco Solar ETF shares in Q1 2015, an estimated $18K.
WFG Advisors first reported a position in Invesco Solar ETF in Q3 2013 and held it in 6 quarters.
WFG Advisors's Invesco Solar ETF position peaked at $80K in Q1 2014.
58 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.