TFA
TAO

Transamerica Financial Advisors’s Invesco China Real Estate ETF TAO Stock Holding History

Transamerica Financial Advisors’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-54
Closed -$2K – 934
2015
Q2 		$2K Buy
+54
New +$1.31K ﹤0.01% 766

Other funds holding TAO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WRM
Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Transamerica Financial Advisors's TAO Position: Q3 2015 in Review

Transamerica Financial Advisors sold out of Invesco China Real Estate ETF (TAO) in Q3 2015, closing a stake of 54 shares — an estimated $2K sold.

Transamerica Financial Advisors first reported a position in TAO in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 11 funds tracked by Wall St. Rank hold TAO as of Q3 2015.

  • Transamerica Financial Advisors reported no remaining Invesco China Real Estate ETF position as of Q3 2015 after selling out during the quarter.
  • Transamerica Financial Advisors sold 54 Invesco China Real Estate ETF shares in Q3 2015, an estimated $2K.
  • Transamerica Financial Advisors first reported a position in Invesco China Real Estate ETF in Q2 2015 and held it in 1 quarter.
  • Transamerica Financial Advisors's Invesco China Real Estate ETF position peaked at $2K in Q2 2015.
  • 11 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q3 2015.

Based on Transamerica Financial Advisors's 13F filing for Q3 2015, filed 20 Oct 2015.