TFA
ARG

Transamerica Financial Advisors’s Airgas Inc ARG Stock Holding History

Transamerica Financial Advisors’s Portfolio ARG Stock Details ARG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,647
Closed -$183K – 783
2014
Q3 		$183K Sell
1,647
-252
-13% -$27.7K 0.02% 261
2014
Q2 		$207K Sell
1,899
-30
-2% -$3.21K 0.02% 276
2014
Q1 		$206K Sell
1,929
-338
-15% -$36.2K 0.02% 259
2013
Q4 		$254K Buy
+2,267
New +$247K 0.03% 229

Other funds holding ARG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Transamerica Financial Advisors's ARG Position: Q4 2014 in Review

Transamerica Financial Advisors sold out of Airgas Inc (ARG) in Q4 2014, closing a stake of 1,647 shares — an estimated $183K sold.

Transamerica Financial Advisors first reported a position in ARG in Q4 2013 and held it in 4 quarters. The position peaked at $254K in Q4 2013. 379 funds tracked by Wall St. Rank hold ARG as of Q4 2014.

  • Transamerica Financial Advisors reported no remaining Airgas Inc position as of Q4 2014 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1,647 Airgas Inc shares in Q4 2014, an estimated $183K.
  • Transamerica Financial Advisors first reported a position in Airgas Inc in Q4 2013 and held it in 4 quarters.
  • Transamerica Financial Advisors's Airgas Inc position peaked at $254K in Q4 2013.
  • 379 funds tracked by Wall St. Rank held Airgas Inc as of Q4 2014.

Based on Transamerica Financial Advisors's 13F filing for Q4 2014, filed 3 Feb 2015.