Allworth Financial’s TRANSAMERICA INCOME SHS INC TAI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-740
Closed -$16K 709
2015
Q3
$16K Hold
740
0.01% 338
2015
Q2
$15K Hold
740
0.01% 344
2015
Q1
$15K Buy
+740
New +$15.1K 0.01% 349

Allworth Financial's TAI Position: Q4 2015 in Review

Allworth Financial sold out of TRANSAMERICA INCOME SHS INC (TAI) in Q4 2015, closing a stake of 740 shares — an estimated $16K sold.

Allworth Financial first reported a position in TAI in Q1 2015 and held it in 3 quarters. The position peaked at $16K in Q3 2015. 0 funds tracked by Wall St. Rank hold TAI as of Q4 2015.

  • Allworth Financial reported no remaining TRANSAMERICA INCOME SHS INC position as of Q4 2015 after selling out during the quarter.
  • Allworth Financial sold 740 TRANSAMERICA INCOME SHS INC shares in Q4 2015, an estimated $16K.
  • Allworth Financial first reported a position in TRANSAMERICA INCOME SHS INC in Q1 2015 and held it in 3 quarters.
  • Allworth Financial's TRANSAMERICA INCOME SHS INC position peaked at $16K in Q3 2015.
  • 0 funds tracked by Wall St. Rank held TRANSAMERICA INCOME SHS INC as of Q4 2015.

Based on Allworth Financial's 13F filing for Q4 2015, filed 16 Feb 2016.