ACS
TGR

Archford Capital Strategies’s ISHARES TARGET DATE RETIREMENT INCOME ETF TGR Stock Holding History

Archford Capital Strategies’s Portfolio TGR Stock Details TGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-163
Closed -$5.57K – 890
2014
Q2 		$5.57K Buy
+163
New +$5.49K ﹤0.01% 496

Other funds holding TGR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Archford Capital Strategies's TGR Position: Q3 2014 in Review

Archford Capital Strategies sold out of ISHARES TARGET DATE RETIREMENT INCOME ETF (TGR) in Q3 2014, closing a stake of 163 shares — an estimated $5.57K sold.

Archford Capital Strategies first reported a position in TGR in Q2 2014 and held it in 1 quarter. The position peaked at $5.57K in Q2 2014. 9 funds tracked by Wall St. Rank hold TGR as of Q3 2014.

  • Archford Capital Strategies reported no remaining ISHARES TARGET DATE RETIREMENT INCOME ETF position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 163 ISHARES TARGET DATE RETIREMENT INCOME ETF shares in Q3 2014, an estimated $5.57K.
  • Archford Capital Strategies first reported a position in ISHARES TARGET DATE RETIREMENT INCOME ETF in Q2 2014 and held it in 1 quarter.
  • Archford Capital Strategies's ISHARES TARGET DATE RETIREMENT INCOME ETF position peaked at $5.57K in Q2 2014.
  • 9 funds tracked by Wall St. Rank held ISHARES TARGET DATE RETIREMENT INCOME ETF as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.