Transamerica Financial Advisors’s VanEck Environmental Services ETF EVX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-500	Closed	-$7K	–	485
2016 Q1	$7K	Hold	500	–	–	﹤0.01%	587
2015 Q4	$6K	Hold	500	–	–	﹤0.01%	656
2015 Q3	$6K	Hold	500	–	–	﹤0.01%	635
2015 Q2	$7K	Hold	500	–	–	﹤0.01%	663
2015 Q1	$7K	Buy	+500	New	+$6.36K	﹤0.01%	663

Other funds holding EVX

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WEC

Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

CAL

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

Transamerica Financial Advisors's EVX Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of VanEck Environmental Services ETF (EVX) in Q2 2016, closing a stake of 500 shares — an estimated $7K sold.

Transamerica Financial Advisors first reported a position in EVX in Q1 2015 and held it in 5 quarters. The position peaked at $7K in Q1 2016. 14 funds tracked by Wall St. Rank hold EVX as of Q2 2016.

Transamerica Financial Advisors reported no remaining VanEck Environmental Services ETF position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 500 VanEck Environmental Services ETF shares in Q2 2016, an estimated $7K.
Transamerica Financial Advisors first reported a position in VanEck Environmental Services ETF in Q1 2015 and held it in 5 quarters.
Transamerica Financial Advisors's VanEck Environmental Services ETF position peaked at $7K in Q1 2016.
14 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q2 2016.

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