Ameriprise
TZG

Ameriprise’s ISHARES TARGET DATE 2020 ETF TZG Stock Holding History

Ameriprise’s Portfolio TZG Stock Details TZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,186
Closed -$47K – 5512
2013
Q4 		$47K Buy
1,186
+4
+0.3% +$155 ﹤0.01% 3694
2013
Q3 		$45K Buy
1,182
+8
+0.7% +$299 ﹤0.01% 3888
2013
Q2 		$43K Buy
+1,174
New +$43.5K ﹤0.01% 3804

Other funds holding TZG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Ameriprise's TZG Position: Q1 2014 in Review

Ameriprise sold out of ISHARES TARGET DATE 2020 ETF (TZG) in Q1 2014, closing a stake of 1,186 shares — an estimated $47K sold.

Ameriprise first reported a position in TZG in Q2 2013 and held it in 3 quarters. The position peaked at $47K in Q4 2013. 10 funds tracked by Wall St. Rank hold TZG as of Q1 2014.

  • Ameriprise reported no remaining ISHARES TARGET DATE 2020 ETF position as of Q1 2014 after selling out during the quarter.
  • Ameriprise sold 1,186 ISHARES TARGET DATE 2020 ETF shares in Q1 2014, an estimated $47K.
  • Ameriprise first reported a position in ISHARES TARGET DATE 2020 ETF in Q2 2013 and held it in 3 quarters.
  • Ameriprise's ISHARES TARGET DATE 2020 ETF position peaked at $47K in Q4 2013.
  • 10 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2020 ETF as of Q1 2014.

Based on Ameriprise's 13F filing for Q1 2014, filed 14 May 2014.