Transamerica Financial Advisors’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-296	Closed	-$16K	–	743
2016 Q1	$16K	Hold	296	–	–	﹤0.01%	508
2015 Q4	$15K	Buy	296 +1	+0.3%	+$51	﹤0.01%	559
2015 Q3	$16K	Hold	295	–	–	﹤0.01%	527
2015 Q2	$15K	Buy	295 +1	+0.3%	+$51	﹤0.01%	591
2015 Q1	$15K	Buy	+294	New	+$15K	﹤0.01%	578

Other funds holding TUZ

FIM

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

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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Societe Generale $14.1B AUM

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Transamerica Financial Advisors's TUZ Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q2 2016, closing a stake of 296 shares — an estimated $16K sold.

Transamerica Financial Advisors first reported a position in TUZ in Q1 2015 and held it in 5 quarters. The position peaked at $16K in Q1 2016. 31 funds tracked by Wall St. Rank hold TUZ as of Q2 2016.

Transamerica Financial Advisors reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 296 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q2 2016, an estimated $16K.
Transamerica Financial Advisors first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q1 2015 and held it in 5 quarters.
Transamerica Financial Advisors's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $16K in Q1 2016.
31 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.