TFA
MLRG

Transamerica Financial Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Transamerica Financial Advisors’s Portfolio MLRG Stock Details MLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-120
Closed -$4K – 876
2015
Q2 		$4K Sell
120
-115,428
-100% -$3.57M ﹤0.01% 723
2015
Q1 		$3.51M Buy
+115,548
New +$3.54M 0.24% 77

Other funds holding MLRG

CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Transamerica Financial Advisors sold out of iShares MSCI USA ETF (MLRG) in Q3 2015, closing a stake of 120 shares — an estimated $4K sold.

Transamerica Financial Advisors first reported a position in MLRG in Q1 2015 and held it in 2 quarters. The position peaked at $3.51M in Q1 2015. 58 funds tracked by Wall St. Rank hold MLRG as of Q3 2015.

  • Transamerica Financial Advisors reported no remaining iShares MSCI USA ETF position as of Q3 2015 after selling out during the quarter.
  • Transamerica Financial Advisors sold 120 iShares MSCI USA ETF shares in Q3 2015, an estimated $4K.
  • Transamerica Financial Advisors first reported a position in iShares MSCI USA ETF in Q1 2015 and held it in 2 quarters.
  • Transamerica Financial Advisors's iShares MSCI USA ETF position peaked at $3.51M in Q1 2015.
  • 58 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q3 2015.

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