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Transamerica Financial Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Transamerica Financial Advisors’s Portfolio ONEQ Stock Details ONEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-340
Closed -$7K – 832
2015
Q4 		$7K Sell
340
-290
-46% -$5.7K ﹤0.01% 644
2015
Q3 		$12K Sell
630
-2,960
-82% -$57.3K ﹤0.01% 558
2015
Q2 		$71K Buy
3,590
+3,380
+1,610% +$66.8K 0.01% 411
2015
Q1 		$5K Buy
+210
New +$3.98K ﹤0.01% 704

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Morgan Stanley
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FFSOTS
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KA
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SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return