Ameriprise’s ISHARES TARGET DATE 2030 ETF TZL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-22,523
Closed -$965K 5198
2014
Q3
$965K Buy
22,523
+228
+1% +$9.91K ﹤0.01% 2819
2014
Q2
$981K Buy
22,295
+1,010
+5% +$43.3K ﹤0.01% 2780
2014
Q1
$905K Buy
21,285
+10,951
+106% +$457K ﹤0.01% 2762
2013
Q4
$432K Buy
10,334
+3,159
+44% +$129K ﹤0.01% 2909
2013
Q3
$287K Buy
7,175
+4,243
+145% +$166K ﹤0.01% 3041
2013
Q2
$112K Buy
+2,932
New +$113K ﹤0.01% 3334

Ameriprise's TZL Position: Q4 2014 in Review

Ameriprise sold out of ISHARES TARGET DATE 2030 ETF (TZL) in Q4 2014, closing a stake of 22,523 shares — an estimated $965K sold.

Ameriprise first reported a position in TZL in Q2 2013 and held it in 6 quarters. The position peaked at $981K in Q2 2014. 0 funds tracked by Wall St. Rank hold TZL as of Q4 2014.

  • Ameriprise reported no remaining ISHARES TARGET DATE 2030 ETF position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 22,523 ISHARES TARGET DATE 2030 ETF shares in Q4 2014, an estimated $965K.
  • Ameriprise first reported a position in ISHARES TARGET DATE 2030 ETF in Q2 2013 and held it in 6 quarters.
  • Ameriprise's ISHARES TARGET DATE 2030 ETF position peaked at $981K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2030 ETF as of Q4 2014.

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