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Transamerica Financial Advisors’s iShares Global Materials ETF MXI Stock Holding History

Transamerica Financial Advisors’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,900
Closed -$91K – 590
2016
Q1 		$91K Buy
+1,900
New +$82.3K 0.01% 324

Other funds holding MXI

ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Transamerica Financial Advisors sold out of iShares Global Materials ETF (MXI) in Q2 2016, closing a stake of 1,900 shares — an estimated $91K sold.

Transamerica Financial Advisors first reported a position in MXI in Q1 2016 and held it in 1 quarter. The position peaked at $91K in Q1 2016. 48 funds tracked by Wall St. Rank hold MXI as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining iShares Global Materials ETF position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1,900 iShares Global Materials ETF shares in Q2 2016, an estimated $91K.
  • Transamerica Financial Advisors first reported a position in iShares Global Materials ETF in Q1 2016 and held it in 1 quarter.
  • Transamerica Financial Advisors's iShares Global Materials ETF position peaked at $91K in Q1 2016.
  • 48 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2016.

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