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Transamerica Financial Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Transamerica Financial Advisors’s Portfolio ERTH Stock Details ERTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-100
Closed -$4K – 481
2016
Q1 		$4K Buy
+100
New +$2.77K ﹤0.01% 625

Other funds holding ERTH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 ERTH Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2016, closing a stake of 100 shares — an estimated $4K sold.

Transamerica Financial Advisors first reported a position in ERTH in Q1 2016 and held it in 1 quarter. The position peaked at $4K in Q1 2016. 44 funds tracked by Wall St. Rank hold ERTH as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 100 Invesco MSCI Sustainable Future ETF shares in Q2 2016, an estimated $4K.
  • Transamerica Financial Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2016 and held it in 1 quarter.
  • Transamerica Financial Advisors's Invesco MSCI Sustainable Future ETF position peaked at $4K in Q1 2016.
  • 44 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.