Ameriprise
TZO

Ameriprise’s ISHARES S&P TARGET DATE 2035 ETF TZO Stock Holding History

Ameriprise’s Portfolio TZO Stock Details TZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-831
Closed -$36K – 5197
2014
Q3 		$36K Buy
831
+7
+0.8% +$310 ﹤0.01% 4165
2014
Q2 		$37K Buy
824
+2
+0.2% +$87 ﹤0.01% 4041
2014
Q1 		$35K Buy
+822
New +$34.8K ﹤0.01% 3948

Ameriprise's TZO Position: Q4 2014 in Review

Ameriprise sold out of ISHARES S&P TARGET DATE 2035 ETF (TZO) in Q4 2014, closing a stake of 831 shares — an estimated $36K sold.

Ameriprise first reported a position in TZO in Q1 2014 and held it in 3 quarters. The position peaked at $37K in Q2 2014. 0 funds tracked by Wall St. Rank hold TZO as of Q4 2014.

  • Ameriprise reported no remaining ISHARES S&P TARGET DATE 2035 ETF position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 831 ISHARES S&P TARGET DATE 2035 ETF shares in Q4 2014, an estimated $36K.
  • Ameriprise first reported a position in ISHARES S&P TARGET DATE 2035 ETF in Q1 2014 and held it in 3 quarters.
  • Ameriprise's ISHARES S&P TARGET DATE 2035 ETF position peaked at $37K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES S&P TARGET DATE 2035 ETF as of Q4 2014.

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