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Transamerica Financial Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Transamerica Financial Advisors’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-750
Closed -$16K – 920
2015
Q1 		$16K Buy
+750
New +$16.2K ﹤0.01% 570

Other funds holding PFM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transamerica Financial Advisors's PFM Position: Q2 2015 in Review

Transamerica Financial Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2015, closing a stake of 750 shares — an estimated $16K sold.

Transamerica Financial Advisors first reported a position in PFM in Q1 2015 and held it in 1 quarter. The position peaked at $16K in Q1 2015. 48 funds tracked by Wall St. Rank hold PFM as of Q2 2015.

  • Transamerica Financial Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q2 2015 after selling out during the quarter.
  • Transamerica Financial Advisors sold 750 Invesco Dividend Achievers ETF shares in Q2 2015, an estimated $16K.
  • Transamerica Financial Advisors first reported a position in Invesco Dividend Achievers ETF in Q1 2015 and held it in 1 quarter.
  • Transamerica Financial Advisors's Invesco Dividend Achievers ETF position peaked at $16K in Q1 2015.
  • 48 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2015.

Based on Transamerica Financial Advisors's 13F filing for Q2 2015, filed 28 Jul 2015.