Transamerica Financial Advisors’s VanEck Steel ETF SLX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1	Closed	-$1K	–	865
2015 Q3	$1K	Buy	+1	New	+$26	﹤0.01%	787
2014 Q1	–	Sell	-2,175	Closed	-$109K	–	671
2013 Q4	$109K	Buy	+2,175	New	+$104K	0.01%	269

Other funds holding SLX

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

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

Transamerica Financial Advisors's SLX Position: Q4 2015 in Review

Transamerica Financial Advisors sold out of VanEck Steel ETF (SLX) in Q4 2015, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in SLX in Q4 2013 and held it in 2 quarters. The position peaked at $109K in Q4 2013. 24 funds tracked by Wall St. Rank hold SLX as of Q4 2015.

Transamerica Financial Advisors reported no remaining VanEck Steel ETF position as of Q4 2015 after selling out during the quarter.
Transamerica Financial Advisors sold 1 VanEck Steel ETF share in Q4 2015, an estimated $1K.
Transamerica Financial Advisors first reported a position in VanEck Steel ETF in Q4 2013 and held it in 2 quarters.
Transamerica Financial Advisors's VanEck Steel ETF position peaked at $109K in Q4 2013.
24 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q4 2015.

Based on Transamerica Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.