Whitney & Co’s Invesco Solar ETF TAN Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-50	Closed	-$1K	–	414
2018 Q3	$1K	Hold	50	–	–	﹤0.01%	517
2018 Q2	$1K	Hold	50	–	–	﹤0.01%	314
2018 Q1	$1K	Buy	+50	New	+$1.25K	﹤0.01%	303

Other funds holding TAN

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Whitney & Co's TAN Position: Q4 2018 in Review

Whitney & Co sold out of Invesco Solar ETF (TAN) in Q4 2018, closing a stake of 50 shares — an estimated $1K sold.

Whitney & Co first reported a position in TAN in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 80 funds tracked by Wall St. Rank hold TAN as of Q4 2018.

Whitney & Co reported no remaining Invesco Solar ETF position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 50 Invesco Solar ETF shares in Q4 2018, an estimated $1K.
Whitney & Co first reported a position in Invesco Solar ETF in Q1 2018 and held it in 3 quarters.
Whitney & Co's Invesco Solar ETF position peaked at $1K in Q3 2018.
80 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.