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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Transamerica Financial Advisors's SDY Position: Q3 2016 in Review

Transamerica Financial Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2016, closing a stake of 440 shares — an estimated $37K sold.

Transamerica Financial Advisors first reported a position in SDY in Q1 2015 and held it in 6 quarters. The position peaked at $520K in Q1 2016. 517 funds tracked by Wall St. Rank hold SDY as of Q3 2016.

Transamerica Financial Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 440 State Street SPDR S&P Dividend ETF shares in Q3 2016, an estimated $37K.
Transamerica Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2015 and held it in 6 quarters.
Transamerica Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $520K in Q1 2016.
517 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2016.

Based on Transamerica Financial Advisors's 13F filing for Q3 2016, filed 7 Nov 2016.