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Transamerica Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Transamerica Financial Advisors’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-440
Closed -$37K – 434
2016
Q2 		$37K Sell
440
-6,055
-93% -$492K ﹤0.01% 227
2016
Q1 		$520K Buy
6,495
+1,393
+27% +$103K 0.04% 208
2015
Q4 		$376K Buy
5,102
+233
+5% +$17.8K 0.03% 265
2015
Q3 		$352K Buy
4,869
+1,266
+35% +$95.3K 0.03% 245
2015
Q2 		$275K Sell
3,603
-651
-15% -$51K 0.02% 300
2015
Q1 		$333K Buy
+4,254
New +$334K 0.02% 274

Other funds holding SDY

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return