Transamerica Financial Advisors’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-96	Closed	-$2K	–	519
2018 Q2	$2K	Buy	+96	New	+$1.67K	﹤0.01%	317
2017 Q1	–	Sell	-515	Closed	-$10K	–	408
2016 Q4	$10K	Buy	+515	New	+$9.48K	﹤0.01%	250
2016 Q3	–	Sell	-289	Closed	-$6K	–	428
2016 Q2	$6K	Buy	+289	New	+$5.32K	﹤0.01%	263
2014 Q4	–	Sell	-35	Closed	-$1K	–	748
2014 Q3	$1K	Sell	35 -85	-71%	-$2.36K	﹤0.01%	613
2014 Q2	$4K	Buy	+120	New	+$3.32K	﹤0.01%	562
2014 Q1	–	Sell	-31	Closed	-$1K	–	665
2013 Q4	$1K	Buy	+31	New	+$819	﹤0.01%	570

Other funds holding GYLD

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

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

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

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

Transamerica Financial Advisors sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q3 2018, closing a stake of 96 shares — an estimated $2K sold.

Transamerica Financial Advisors first reported a position in GYLD in Q4 2013 and held it in 6 quarters. The position peaked at $10K in Q4 2016. 35 funds tracked by Wall St. Rank hold GYLD as of Q3 2018.

Transamerica Financial Advisors reported no remaining Arrow Dow Jones Global Yield ETF position as of Q3 2018 after selling out during the quarter.
Transamerica Financial Advisors sold 96 Arrow Dow Jones Global Yield ETF shares in Q3 2018, an estimated $2K.
Transamerica Financial Advisors first reported a position in Arrow Dow Jones Global Yield ETF in Q4 2013 and held it in 6 quarters.
Transamerica Financial Advisors's Arrow Dow Jones Global Yield ETF position peaked at $10K in Q4 2016.
35 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q3 2018.

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