TFA
PER

Transamerica Financial Advisors’s SANDRIDGE PERMIAN TRUST PER Stock Holding History

Transamerica Financial Advisors’s Portfolio PER Stock Details PER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-600
Closed -$6K – 773
2014
Q3 		$6K Hold
600
– – ﹤0.01% 514
2014
Q2 		$8K Hold
600
– – ﹤0.01% 519
2014
Q1 		$8K Buy
+600
New +$7.58K ﹤0.01% 484

Other funds holding PER

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PG
PEAK6 Group Chicago, Illinois $23.4B AUM 17.65% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Transamerica Financial Advisors's PER Position: Q4 2014 in Review

Transamerica Financial Advisors sold out of SANDRIDGE PERMIAN TRUST (PER) in Q4 2014, closing a stake of 600 shares — an estimated $6K sold.

Transamerica Financial Advisors first reported a position in PER in Q1 2014 and held it in 3 quarters. The position peaked at $8K in Q2 2014. 48 funds tracked by Wall St. Rank hold PER as of Q4 2014.

  • Transamerica Financial Advisors reported no remaining SANDRIDGE PERMIAN TRUST position as of Q4 2014 after selling out during the quarter.
  • Transamerica Financial Advisors sold 600 SANDRIDGE PERMIAN TRUST shares in Q4 2014, an estimated $6K.
  • Transamerica Financial Advisors first reported a position in SANDRIDGE PERMIAN TRUST in Q1 2014 and held it in 3 quarters.
  • Transamerica Financial Advisors's SANDRIDGE PERMIAN TRUST position peaked at $8K in Q2 2014.
  • 48 funds tracked by Wall St. Rank held SANDRIDGE PERMIAN TRUST as of Q4 2014.

Based on Transamerica Financial Advisors's 13F filing for Q4 2014, filed 3 Feb 2015.