Transamerica Financial Advisors’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-61
Closed -$2K 426
2017
Q1
$2K Sell
61
-3,794
-98% -$74K ﹤0.01% 286
2016
Q4
$75K Buy
+3,855
New +$75.7K 0.01% 220

Transamerica Financial Advisors's HVPW Position: Q2 2017 in Review

Transamerica Financial Advisors sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q2 2017, closing a stake of 61 shares — an estimated $2K sold.

Transamerica Financial Advisors first reported a position in HVPW in Q4 2016 and held it in 2 quarters. The position peaked at $75K in Q4 2016. 0 funds tracked by Wall St. Rank hold HVPW as of Q2 2017.

  • Transamerica Financial Advisors reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q2 2017 after selling out during the quarter.
  • Transamerica Financial Advisors sold 61 U.S. Equity High Volatility Put Write Index Fund shares in Q2 2017, an estimated $2K.
  • Transamerica Financial Advisors first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q4 2016 and held it in 2 quarters.
  • Transamerica Financial Advisors's U.S. Equity High Volatility Put Write Index Fund position peaked at $75K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q2 2017.

Based on Transamerica Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.