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Wilbanks Smith & Thomas Asset Management’s Invesco Solar ETF TAN Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
-28,330
Closed -$1.26M – 306
2014
Q2 		$1.26M Buy
+28,330
New +$1.17M 0.13% 100
2013
Q3 		– Sell
-20,180
Closed -$479K – 281
2013
Q2 		$479K Buy
+20,180
New +$431K 0.07% 153

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UOC
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Morgan Stanley
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CWM
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Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $109B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return