Transamerica Financial Advisors’s CPI Inflation Hedged ETF CPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-11,749	Closed	-$326K	–	533
2018 Q2	$326K	Buy	11,749 +414	+4%	+$11.4K	0.07%	151
2018 Q1	$312K	Buy	+11,335	New	+$313K	0.05%	191
2015 Q4	–	Sell	-2	Closed	-$1K	–	897
2015 Q3	$1K	Hold	2	–	–	﹤0.01%	833
2015 Q2	$1K	Buy	+2	New	+$53	﹤0.01%	891
2014 Q2	–	Sell	-1	Closed	-$1K	–	737
2014 Q1	$1K	Buy	+1	New	+$26	﹤0.01%	653

Other funds holding CPI

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Transamerica Financial Advisors's CPI Position: Q3 2018 in Review

Transamerica Financial Advisors sold out of CPI Inflation Hedged ETF (CPI) in Q3 2018, closing a stake of 11,749 shares — an estimated $326K sold.

Transamerica Financial Advisors first reported a position in CPI in Q1 2014 and held it in 5 quarters. The position peaked at $326K in Q2 2018. 11 funds tracked by Wall St. Rank hold CPI as of Q3 2018.

Transamerica Financial Advisors reported no remaining CPI Inflation Hedged ETF position as of Q3 2018 after selling out during the quarter.
Transamerica Financial Advisors sold 11,749 CPI Inflation Hedged ETF shares in Q3 2018, an estimated $326K.
Transamerica Financial Advisors first reported a position in CPI Inflation Hedged ETF in Q1 2014 and held it in 5 quarters.
Transamerica Financial Advisors's CPI Inflation Hedged ETF position peaked at $326K in Q2 2018.
11 funds tracked by Wall St. Rank held CPI Inflation Hedged ETF as of Q3 2018.

Based on Transamerica Financial Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.