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Transamerica Financial Advisors’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Transamerica Financial Advisors’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-242
Closed -$7K – 469
2016
Q3 		$7K Hold
242
– – ﹤0.01% 270
2016
Q2 		$7K Buy
+242
New +$6.13K ﹤0.01% 261

Other funds holding TDTF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KFS
Kissinger Financial Services Hunt Valley, Maryland $100M AUM 6.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Transamerica Financial Advisors's TDTF Position: Q4 2016 in Review

Transamerica Financial Advisors sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q4 2016, closing a stake of 242 shares — an estimated $7K sold.

Transamerica Financial Advisors first reported a position in TDTF in Q2 2016 and held it in 2 quarters. The position peaked at $7K in Q3 2016. 34 funds tracked by Wall St. Rank hold TDTF as of Q4 2016.

  • Transamerica Financial Advisors reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q4 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 242 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q4 2016, an estimated $7K.
  • Transamerica Financial Advisors first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q2 2016 and held it in 2 quarters.
  • Transamerica Financial Advisors's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $7K in Q3 2016.
  • 34 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q4 2016.

Based on Transamerica Financial Advisors's 13F filing for Q4 2016, filed 2 Feb 2017.