LTFS
TGR

Ladenburg Thalmann Financial Services’s ISHARES TARGET DATE RETIREMENT INCOME ETF TGR Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		– Sell
-600
Closed -$20K – 4601
2014
Q3 		$20K Hold
600
– – ﹤0.01% 2692
2014
Q2 		$21K Hold
600
– – ﹤0.01% 2649
2014
Q1 		$20K Hold
600
– – ﹤0.01% 2596
2013
Q4 		$20K Buy
+600
New +$19.7K ﹤0.01% 2557

Ladenburg Thalmann Financial Services's TGR Position: Q4 2014 in Review

Ladenburg Thalmann Financial Services sold out of ISHARES TARGET DATE RETIREMENT INCOME ETF (TGR) in Q4 2014, closing a stake of 600 shares — an estimated $20K sold.

Ladenburg Thalmann Financial Services first reported a position in TGR in Q4 2013 and held it in 4 quarters. The position peaked at $21K in Q2 2014. 0 funds tracked by Wall St. Rank hold TGR as of Q4 2014.

  • Ladenburg Thalmann Financial Services reported no remaining ISHARES TARGET DATE RETIREMENT INCOME ETF position as of Q4 2014 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 600 ISHARES TARGET DATE RETIREMENT INCOME ETF shares in Q4 2014, an estimated $20K.
  • Ladenburg Thalmann Financial Services first reported a position in ISHARES TARGET DATE RETIREMENT INCOME ETF in Q4 2013 and held it in 4 quarters.
  • Ladenburg Thalmann Financial Services's ISHARES TARGET DATE RETIREMENT INCOME ETF position peaked at $21K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TARGET DATE RETIREMENT INCOME ETF as of Q4 2014.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2014, filed 13 Feb 2015.