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Transamerica Financial Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Transamerica Financial Advisors’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,661
Closed -$241K – 438
2017
Q2 		$241K Buy
3,661
+1,969
+116% +$127K 0.03% 204
2017
Q1 		$108K Buy
1,692
+355
+27% +$22K 0.01% 221
2016
Q4 		$78K Buy
1,337
+236
+21% +$14K 0.01% 219
2016
Q3 		$67K Buy
+1,101
New +$64.8K 0.01% 229
2016
Q2 		– Sell
-197
Closed -$11K – 701
2016
Q1 		$11K Buy
+197
New +$10.4K ﹤0.01% 541
2015
Q4 		– Sell
-1
Closed -$1K – 872
2015
Q3 		$1K Sell
1
-4,826
-100% -$279K ﹤0.01% 799
2015
Q2 		$295K Sell
4,827
-568
-11% -$35.9K 0.02% 291
2015
Q1 		$331K Buy
5,395
+5,356
+13,733% +$318K 0.02% 277
2014
Q4 		$3K Sell
39
-4
-9% -$233 ﹤0.01% 591
2014
Q3 		$3K Sell
43
-8,939
-100% -$557K ﹤0.01% 559
2014
Q2 		$560K Sell
8,982
-895
-9% -$53.9K 0.05% 164
2014
Q1 		$584K Sell
9,877
-6,950
-41% -$408K 0.06% 141
2013
Q4 		$1.03M Sell
16,827
-1,033
-6% -$63.2K 0.11% 95
2013
Q3 		$1.08M Buy
17,860
+12,317
+222% +$720K 0.14% 99
2013
Q2 		$310K Buy
+5,543
New +$324K 0.05% 156

Other funds holding VPL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Transamerica Financial Advisors's VPL Position: Q3 2017 in Review

Transamerica Financial Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2017, closing a stake of 3,661 shares — an estimated $241K sold.

Transamerica Financial Advisors first reported a position in VPL in Q2 2013 and held it in 15 quarters. The position peaked at $1.08M in Q3 2013. 213 funds tracked by Wall St. Rank hold VPL as of Q3 2017.

  • Transamerica Financial Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2017 after selling out during the quarter.
  • Transamerica Financial Advisors sold 3,661 Vanguard FTSE Pacific ETF shares in Q3 2017, an estimated $241K.
  • Transamerica Financial Advisors first reported a position in Vanguard FTSE Pacific ETF in Q2 2013 and held it in 15 quarters.
  • Transamerica Financial Advisors's Vanguard FTSE Pacific ETF position peaked at $1.08M in Q3 2013.
  • 213 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2017.

Based on Transamerica Financial Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.