Transamerica Financial Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-233	Closed	-$15K	–	550
2016 Q1	$15K	Sell	233 -233	-50%	-$13.7K	﹤0.01%	510
2015 Q4	$27K	Buy	466 +233	+100%	+$13.8K	﹤0.01%	485
2015 Q3	$14K	Hold	233	–	–	﹤0.01%	541
2015 Q2	$15K	Buy	+233	New	+$14.9K	﹤0.01%	583

Other funds holding IXP

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Transamerica Financial Advisors sold out of iShares Global Comm Services ETF (IXP) in Q2 2016, closing a stake of 233 shares — an estimated $15K sold.

Transamerica Financial Advisors first reported a position in IXP in Q2 2015 and held it in 4 quarters. The position peaked at $27K in Q4 2015. 92 funds tracked by Wall St. Rank hold IXP as of Q2 2016.

Transamerica Financial Advisors reported no remaining iShares Global Comm Services ETF position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 233 iShares Global Comm Services ETF shares in Q2 2016, an estimated $15K.
Transamerica Financial Advisors first reported a position in iShares Global Comm Services ETF in Q2 2015 and held it in 4 quarters.
Transamerica Financial Advisors's iShares Global Comm Services ETF position peaked at $27K in Q4 2015.
92 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2016.

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