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Transamerica Financial Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Transamerica Financial Advisors’s Portfolio PPA Stock Details PPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-923
Closed -$33K – 632
2016
Q1 		$33K Hold
923
– – ﹤0.01% 424
2015
Q4 		$33K Buy
+923
New +$32.7K ﹤0.01% 462

Other funds holding PPA

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Transamerica Financial Advisors's PPA Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2016, closing a stake of 923 shares — an estimated $33K sold.

Transamerica Financial Advisors first reported a position in PPA in Q4 2015 and held it in 2 quarters. The position peaked at $33K in Q1 2016. 51 funds tracked by Wall St. Rank hold PPA as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 923 Invesco Aerospace & Defense ETF shares in Q2 2016, an estimated $33K.
  • Transamerica Financial Advisors first reported a position in Invesco Aerospace & Defense ETF in Q4 2015 and held it in 2 quarters.
  • Transamerica Financial Advisors's Invesco Aerospace & Defense ETF position peaked at $33K in Q1 2016.
  • 51 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.