Ameriprise
TZI

Ameriprise’s ISHARES TARGET DATE 2025 ETF TZI Stock Holding History

Ameriprise’s Portfolio TZI Stock Details TZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,516
Closed -$63K – 5200
2014
Q3 		$63K Buy
1,516
+747
+97% +$31.5K ﹤0.01% 3895
2014
Q2 		$33K Sell
769
-1,461
-66% -$60.9K ﹤0.01% 4096
2014
Q1 		$92K Buy
+2,230
New +$90.6K ﹤0.01% 3541

Ameriprise's TZI Position: Q4 2014 in Review

Ameriprise sold out of ISHARES TARGET DATE 2025 ETF (TZI) in Q4 2014, closing a stake of 1,516 shares — an estimated $63K sold.

Ameriprise first reported a position in TZI in Q1 2014 and held it in 3 quarters. The position peaked at $92K in Q1 2014. 0 funds tracked by Wall St. Rank hold TZI as of Q4 2014.

  • Ameriprise reported no remaining ISHARES TARGET DATE 2025 ETF position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 1,516 ISHARES TARGET DATE 2025 ETF shares in Q4 2014, an estimated $63K.
  • Ameriprise first reported a position in ISHARES TARGET DATE 2025 ETF in Q1 2014 and held it in 3 quarters.
  • Ameriprise's ISHARES TARGET DATE 2025 ETF position peaked at $92K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2025 ETF as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.