Transamerica Financial Advisors’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Transamerica Financial Advisors’s Portfolio PIE Stock Details PIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-21,128	Closed	-$383K	–	898
2015 Q2	$383K	Buy	+21,128	New	+$395K	0.03%	258
2014 Q4	–	Sell	-2,426	Closed	-$46K	–	755
2014 Q3	$46K	Buy	+2,426	New	+$46.6K	﹤0.01%	350

Other funds holding PIE

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

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transamerica Financial Advisors's PIE Position: Q3 2015 in Review

Transamerica Financial Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2015, closing a stake of 21,128 shares — an estimated $383K sold.

Transamerica Financial Advisors first reported a position in PIE in Q3 2014 and held it in 2 quarters. The position peaked at $383K in Q2 2015. 51 funds tracked by Wall St. Rank hold PIE as of Q3 2015.

Transamerica Financial Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2015 after selling out during the quarter.
Transamerica Financial Advisors sold 21,128 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2015, an estimated $383K.
Transamerica Financial Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2014 and held it in 2 quarters.
Transamerica Financial Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $383K in Q2 2015.
51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2015.

Based on Transamerica Financial Advisors's 13F filing for Q3 2015, filed 20 Oct 2015.