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Winch Advisory Services’s Invesco Solar ETF TAN Stock Holding History

Winch Advisory Services’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
-15,382
Closed -$686K – 259
2014
Q2 		$686K Buy
+15,382
New +$636K 0.4% 59

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Jane Street
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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Winch Advisory Services's TAN Position: Q3 2014 in Review

Winch Advisory Services sold out of Invesco Solar ETF (TAN) in Q3 2014, closing a stake of 15,382 shares — an estimated $686K sold.

Winch Advisory Services first reported a position in TAN in Q2 2014 and held it in 1 quarter. The position peaked at $686K in Q2 2014. 69 funds tracked by Wall St. Rank hold TAN as of Q3 2014.

  • Winch Advisory Services reported no remaining Invesco Solar ETF position as of Q3 2014 after selling out during the quarter.
  • Winch Advisory Services sold 15,382 Invesco Solar ETF shares in Q3 2014, an estimated $686K.
  • Winch Advisory Services first reported a position in Invesco Solar ETF in Q2 2014 and held it in 1 quarter.
  • Winch Advisory Services's Invesco Solar ETF position peaked at $686K in Q2 2014.
  • 69 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2014.

Based on Winch Advisory Services's 13F filing for Q3 2014, filed 14 Nov 2014.