Transamerica Financial Advisors’s SPDR S&P INTERNATIONAL MID CAP ETF MDD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-1,145	Closed	-$36K	–	954
2015 Q2	$36K	Buy	+1,145	New	+$36.9K	﹤0.01%	489
2014 Q3	–	Sell	-2,896	Closed	-$100K	–	734
2014 Q2	$100K	Buy	2,896 +1,861	+180%	+$62.4K	0.01%	322
2014 Q1	$35K	Buy	1,035 +159	+18%	+$5.13K	﹤0.01%	371
2013 Q4	$29K	Buy	+876	New	+$29.5K	﹤0.01%	381

Other funds holding MDD

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Transamerica Financial Advisors's MDD Position: Q3 2015 in Review

Transamerica Financial Advisors sold out of SPDR S&P INTERNATIONAL MID CAP ETF (MDD) in Q3 2015, closing a stake of 1,145 shares — an estimated $36K sold.

Transamerica Financial Advisors first reported a position in MDD in Q4 2013 and held it in 4 quarters. The position peaked at $100K in Q2 2014. 23 funds tracked by Wall St. Rank hold MDD as of Q3 2015.

Transamerica Financial Advisors reported no remaining SPDR S&P INTERNATIONAL MID CAP ETF position as of Q3 2015 after selling out during the quarter.
Transamerica Financial Advisors sold 1,145 SPDR S&P INTERNATIONAL MID CAP ETF shares in Q3 2015, an estimated $36K.
Transamerica Financial Advisors first reported a position in SPDR S&P INTERNATIONAL MID CAP ETF in Q4 2013 and held it in 4 quarters.
Transamerica Financial Advisors's SPDR S&P INTERNATIONAL MID CAP ETF position peaked at $100K in Q2 2014.
23 funds tracked by Wall St. Rank held SPDR S&P INTERNATIONAL MID CAP ETF as of Q3 2015.

Based on Transamerica Financial Advisors's 13F filing for Q3 2015, filed 20 Oct 2015.