Winslow Evans & Crocker’s Invesco Solar ETF TAN Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$77K	Buy	750 +175	+30%	+$14K	0.01%	502
2020 Q3	$37K	Buy	+575	New	+$28.9K	0.01%	510
2019 Q4	–	Sell	-4,700	Closed	-$140K	–	1161
2019 Q3	$140K	Buy	4,700 +800	+21%	+$23.9K	0.04%	334
2019 Q2	$112K	Buy	+3,900	New	+$101K	0.03%	378
2016 Q1	–	Sell	-100	Closed	-$3.06K	–	1335
2015 Q4	$3.06K	Hold	100	–	–	﹤0.01%	1171
2015 Q3	$2.65K	Hold	100	–	–	﹤0.01%	1135
2015 Q2	$3.92K	Hold	100	–	–	﹤0.01%	1126
2015 Q1	$4.44K	Hold	100	–	–	﹤0.01%	1058
2014 Q4	$3.41K	Sell	100 -4,000	-98%	-$143K	﹤0.01%	1112
2014 Q3	$167K	Buy	4,100 +100	+3%	+$4.25K	0.05%	333
2014 Q2	$178K	Hold	4,000	–	–	0.06%	276
2014 Q1	$177K	Hold	4,000	–	–	0.06%	274
2013 Q4	$141K	Buy	+4,000	New	+$150K	0.05%	321

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Winslow Evans & Crocker's TAN Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Invesco Solar ETF (TAN) stake by 30% in Q4 2020, buying an estimated $14K and bringing the position to 750 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #502.

Winslow Evans & Crocker first reported a position in TAN in Q4 2013 and has held it in 13 quarters since. The position peaked at $178K in Q2 2014. 301 funds tracked by Wall St. Rank hold TAN as of Q4 2020.

Winslow Evans & Crocker held 750 shares of Invesco Solar ETF worth $77K as of Q4 2020.
Winslow Evans & Crocker bought 175 Invesco Solar ETF shares in Q4 2020, an estimated $14K.
Invesco Solar ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #502 holding.
Winslow Evans & Crocker first reported a position in Invesco Solar ETF in Q4 2013 and has held it in 13 quarters since.
Winslow Evans & Crocker's Invesco Solar ETF position peaked at $178K in Q2 2014.
301 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.