Transamerica Financial Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Transamerica Financial Advisors’s Portfolio BMVP Stock Details BMVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-3	Closed	-$1K	–	431
2016 Q3	$1K	Hold	3	–	–	﹤0.01%	340
2016 Q2	$1K	Hold	3	–	–	﹤0.01%	301
2016 Q1	$1K	Hold	3	–	–	﹤0.01%	678
2015 Q4	$1K	Hold	3	–	–	﹤0.01%	723
2015 Q3	$1K	Sell	3 -3,036	-100%	-$75.1K	﹤0.01%	723
2015 Q2	$77K	Buy	3,039 +2,001	+193%	+$50.6K	0.01%	407
2015 Q1	$27K	Buy	1,038 +441	+74%	+$10.9K	﹤0.01%	504
2014 Q4	$15K	Sell	597 -3,297	-85%	-$78.9K	﹤0.01%	464
2014 Q3	$94K	Buy	3,894 +2,061	+112%	+$50K	0.01%	306
2014 Q2	$45K	Sell	1,833 -498	-21%	-$11.8K	﹤0.01%	379
2014 Q1	$56K	Buy	2,331 +1,239	+113%	+$28.3K	0.01%	341
2013 Q4	$25K	Buy	1,092 +888	+435%	+$19.3K	﹤0.01%	393
2013 Q3	$5K	Buy	+204	New	+$4.05K	﹤0.01%	487

Other funds holding BMVP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CWM

Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Transamerica Financial Advisors's BMVP Position: Q4 2016 in Review

Transamerica Financial Advisors sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2016, closing a stake of 3 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in BMVP in Q3 2013 and held it in 13 quarters. The position peaked at $94K in Q3 2014. 34 funds tracked by Wall St. Rank hold BMVP as of Q4 2016.

Transamerica Financial Advisors reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 3 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2016, an estimated $1K.
Transamerica Financial Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2013 and held it in 13 quarters.
Transamerica Financial Advisors's Invesco Bloomberg MVP Multi-factor ETF position peaked at $94K in Q3 2014.
34 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2016.

Based on Transamerica Financial Advisors's 13F filing for Q4 2016, filed 2 Feb 2017.