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Transamerica Financial Advisors’s iShares Global Financials ETF IXG Stock Holding History

Transamerica Financial Advisors’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-80,349
Closed -$5.56M – 525
2018
Q1 		$5.56M Buy
+80,349
New +$5.79M 0.82% 43

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Transamerica Financial Advisors's IXG Position: Q2 2018 in Review

Transamerica Financial Advisors sold out of iShares Global Financials ETF (IXG) in Q2 2018, closing a stake of 80,349 shares — an estimated $5.56M sold.

Transamerica Financial Advisors first reported a position in IXG in Q1 2018 and held it in 1 quarter. The position peaked at $5.56M in Q1 2018. 77 funds tracked by Wall St. Rank hold IXG as of Q2 2018.

  • Transamerica Financial Advisors reported no remaining iShares Global Financials ETF position as of Q2 2018 after selling out during the quarter.
  • Transamerica Financial Advisors sold 80,349 iShares Global Financials ETF shares in Q2 2018, an estimated $5.56M.
  • Transamerica Financial Advisors first reported a position in iShares Global Financials ETF in Q1 2018 and held it in 1 quarter.
  • Transamerica Financial Advisors's iShares Global Financials ETF position peaked at $5.56M in Q1 2018.
  • 77 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2018.

Based on Transamerica Financial Advisors's 13F filing for Q2 2018, filed 25 Jul 2018.