Creative Planning
TZO

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

Creative Planning’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
-290
Closed -$13K – 4595
2014
Q3 		$13K Buy
+290
New +$12.8K ﹤0.01% 2821

Creative Planning's TZO Position: Q4 2014 in Review

Creative Planning sold out of ISHARES S&P TARGET DATE 2035 ETF (TZO) in Q4 2014, closing a stake of 290 shares — an estimated $13K sold.

Creative Planning first reported a position in TZO in Q3 2014 and held it in 1 quarter. The position peaked at $13K in Q3 2014. 0 funds tracked by Wall St. Rank hold TZO as of Q4 2014.

  • Creative Planning reported no remaining ISHARES S&P TARGET DATE 2035 ETF position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 290 ISHARES S&P TARGET DATE 2035 ETF shares in Q4 2014, an estimated $13K.
  • Creative Planning first reported a position in ISHARES S&P TARGET DATE 2035 ETF in Q3 2014 and held it in 1 quarter.
  • Creative Planning's ISHARES S&P TARGET DATE 2035 ETF position peaked at $13K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES S&P TARGET DATE 2035 ETF as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.