TFA
SDT

Transamerica Financial Advisors’s SANDRIDGE MISSISSIPPIAN TRUST I SDT Stock Holding History

Transamerica Financial Advisors’s Portfolio SDT Stock Details SDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-368
Closed -$2K – 933
2014
Q4 		$2K Hold
368
– – ﹤0.01% 617
2014
Q3 		$2K Buy
+368
New +$2.08K ﹤0.01% 577

Other funds holding SDT

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NCCM
Nine Chapters Capital Management Short Hills, New Jersey $45.4M AUM 14.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Transamerica Financial Advisors's SDT Position: Q1 2015 in Review

Transamerica Financial Advisors sold out of SANDRIDGE MISSISSIPPIAN TRUST I (SDT) in Q1 2015, closing a stake of 368 shares — an estimated $2K sold.

Transamerica Financial Advisors first reported a position in SDT in Q3 2014 and held it in 2 quarters. The position peaked at $2K in Q4 2014. 30 funds tracked by Wall St. Rank hold SDT as of Q1 2015.

  • Transamerica Financial Advisors reported no remaining SANDRIDGE MISSISSIPPIAN TRUST I position as of Q1 2015 after selling out during the quarter.
  • Transamerica Financial Advisors sold 368 SANDRIDGE MISSISSIPPIAN TRUST I shares in Q1 2015, an estimated $2K.
  • Transamerica Financial Advisors first reported a position in SANDRIDGE MISSISSIPPIAN TRUST I in Q3 2014 and held it in 2 quarters.
  • Transamerica Financial Advisors's SANDRIDGE MISSISSIPPIAN TRUST I position peaked at $2K in Q4 2014.
  • 30 funds tracked by Wall St. Rank held SANDRIDGE MISSISSIPPIAN TRUST I as of Q1 2015.

Based on Transamerica Financial Advisors's 13F filing for Q1 2015, filed 12 May 2015.