Ground Swell Capital’s ISHARES TARGET DATE 2020 ETF TZG Stock Holding History

Ground Swell Capital’s Portfolio TZG Stock Details TZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$31K	Buy	+780	New	+$31.8K	0.06%	366

Other funds holding TZG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return

Ground Swell Capital's TZG Position: Q3 2014 in Review

Ground Swell Capital opened a new position in ISHARES TARGET DATE 2020 ETF (TZG) in Q3 2014: 780 shares worth $31K. The stake represents 0.06% of the portfolio and ranks #366 among its holdings.

11 funds tracked by Wall St. Rank hold TZG as of Q3 2014.

Ground Swell Capital held 780 shares of ISHARES TARGET DATE 2020 ETF worth $31K as of Q3 2014.
ISHARES TARGET DATE 2020 ETF was a new Ground Swell Capital position in Q3 2014.
ISHARES TARGET DATE 2020 ETF made up 0.06% of Ground Swell Capital's portfolio in Q3 2014, its #366 holding.
11 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2020 ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.