Transamerica Financial Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-341	Closed	-$9K	–	435
2017 Q2	$9K	Buy	+341	New	+$8.48K	﹤0.01%	256
2016 Q4	–	Sell	-2	Closed	-$1K	–	462
2016 Q3	$1K	Sell	2 -1,148	-100%	-$26.7K	﹤0.01%	397
2016 Q2	$27K	Sell	1,150 -142	-11%	-$3.28K	﹤0.01%	234
2016 Q1	$30K	Hold	1,292	–	–	﹤0.01%	437
2015 Q4	$31K	Buy	1,292 +1,291	+129,100%	+$30.3K	﹤0.01%	468
2015 Q3	$1K	Sell	1 -15,293	-100%	-$360K	﹤0.01%	777
2015 Q2	$366K	Buy	15,294 +14,254	+1,371%	+$363K	0.03%	262
2015 Q1	$26K	Buy	+1,040	New	+$25.5K	﹤0.01%	507
2014 Q2	–	Sell	-869	Closed	-$24K	–	714
2014 Q1	$24K	Sell	869 -183	-17%	-$4.85K	﹤0.01%	393
2013 Q4	$28K	Buy	1,052 +781	+288%	+$19.9K	﹤0.01%	383
2013 Q3	$7K	Buy	+271	New	+$6.27K	﹤0.01%	467

Other funds holding PIZ

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

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

Transamerica Financial Advisors's PIZ Position: Q3 2017 in Review

Transamerica Financial Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2017, closing a stake of 341 shares — an estimated $9K sold.

Transamerica Financial Advisors first reported a position in PIZ in Q3 2013 and held it in 11 quarters. The position peaked at $366K in Q2 2015. 53 funds tracked by Wall St. Rank hold PIZ as of Q3 2017.

Transamerica Financial Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2017 after selling out during the quarter.
Transamerica Financial Advisors sold 341 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2017, an estimated $9K.
Transamerica Financial Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2013 and held it in 11 quarters.
Transamerica Financial Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $366K in Q2 2015.
53 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2017.

Based on Transamerica Financial Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.