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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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