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Transamerica Financial Advisors’s Mid Penn Bancorp MPB Stock Holding History

Transamerica Financial Advisors’s Portfolio MPB Stock Details MPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-304
Closed -$5K – 587
2016
Q1 		$5K Hold
304
– – ﹤0.01% 615
2015
Q4 		$5K Hold
304
– – ﹤0.01% 672
2015
Q3 		$5K Hold
304
– – ﹤0.01% 654
2015
Q2 		$5K Hold
304
– – ﹤0.01% 707
2015
Q1 		$5K Hold
304
– – ﹤0.01% 702
2014
Q4 		$5K Hold
304
– – ﹤0.01% 556
2014
Q3 		$5K Hold
304
– – ﹤0.01% 532
2014
Q2 		$5K Hold
304
– – ﹤0.01% 555
2014
Q1 		$5K Hold
304
– – ﹤0.01% 514
2013
Q4 		$5K Sell
304
-300
-50% -$3.71K ﹤0.01% 502
2013
Q3 		$7K Hold
604
– – ﹤0.01% 465
2013
Q2 		$7K Buy
+604
New +$6.5K ﹤0.01% 448

Other funds holding MPB

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Transamerica Financial Advisors sold out of Mid Penn Bancorp (MPB) in Q2 2016, closing a stake of 304 shares — an estimated $5K sold.

Transamerica Financial Advisors first reported a position in MPB in Q2 2013 and held it in 12 quarters. The position peaked at $7K in Q3 2013. 13 funds tracked by Wall St. Rank hold MPB as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining Mid Penn Bancorp position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 304 Mid Penn Bancorp shares in Q2 2016, an estimated $5K.
  • Transamerica Financial Advisors first reported a position in Mid Penn Bancorp in Q2 2013 and held it in 12 quarters.
  • Transamerica Financial Advisors's Mid Penn Bancorp position peaked at $7K in Q3 2013.
  • 13 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q2 2016.

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