Ameriprise’s ISHARES TR TARGET DATE 2050 ETF TZY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-22,949
Closed -$804K 5199
2014
Q3
$804K Buy
22,949
+5,413
+31% +$193K ﹤0.01% 2889
2014
Q2
$635K Buy
17,536
+12,535
+251% +$441K ﹤0.01% 2917
2014
Q1
$174K Buy
+5,001
New +$170K ﹤0.01% 3296

Ameriprise's TZY Position: Q4 2014 in Review

Ameriprise sold out of ISHARES TR TARGET DATE 2050 ETF (TZY) in Q4 2014, closing a stake of 22,949 shares — an estimated $804K sold.

Ameriprise first reported a position in TZY in Q1 2014 and held it in 3 quarters. The position peaked at $804K in Q3 2014. 0 funds tracked by Wall St. Rank hold TZY as of Q4 2014.

  • Ameriprise reported no remaining ISHARES TR TARGET DATE 2050 ETF position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 22,949 ISHARES TR TARGET DATE 2050 ETF shares in Q4 2014, an estimated $804K.
  • Ameriprise first reported a position in ISHARES TR TARGET DATE 2050 ETF in Q1 2014 and held it in 3 quarters.
  • Ameriprise's ISHARES TR TARGET DATE 2050 ETF position peaked at $804K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TR TARGET DATE 2050 ETF as of Q4 2014.

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