TFA
BABZ

Transamerica Financial Advisors’s PIMCO BUILD AMERICA BOND FD ETF BABZ Stock Holding History

Transamerica Financial Advisors’s Portfolio BABZ Stock Details BABZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-163
Closed -$9K – 647
2013
Q2 		$9K Buy
+163
New +$8.96K ﹤0.01% 429

Other funds holding BABZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Transamerica Financial Advisors's BABZ Position: Q3 2013 in Review

Transamerica Financial Advisors sold out of PIMCO BUILD AMERICA BOND FD ETF (BABZ) in Q3 2013, closing a stake of 163 shares — an estimated $9K sold.

Transamerica Financial Advisors first reported a position in BABZ in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 14 funds tracked by Wall St. Rank hold BABZ as of Q3 2013.

  • Transamerica Financial Advisors reported no remaining PIMCO BUILD AMERICA BOND FD ETF position as of Q3 2013 after selling out during the quarter.
  • Transamerica Financial Advisors sold 163 PIMCO BUILD AMERICA BOND FD ETF shares in Q3 2013, an estimated $9K.
  • Transamerica Financial Advisors first reported a position in PIMCO BUILD AMERICA BOND FD ETF in Q2 2013 and held it in 1 quarter.
  • Transamerica Financial Advisors's PIMCO BUILD AMERICA BOND FD ETF position peaked at $9K in Q2 2013.
  • 14 funds tracked by Wall St. Rank held PIMCO BUILD AMERICA BOND FD ETF as of Q3 2013.

Based on Transamerica Financial Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.