LTFS
TZD

Ladenburg Thalmann Financial Services’s ISHARES TARGET DATE 2010 ETF TZD Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio TZD Stock Details TZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-500
Closed -$18K – 4600
2014
Q3 		$18K Hold
500
– – ﹤0.01% 2769
2014
Q2 		$18K Hold
500
– – ﹤0.01% 2760
2014
Q1 		$18K Hold
500
– – ﹤0.01% 2665
2013
Q4 		$18K Buy
500
+200
+67% +$7.01K ﹤0.01% 2622
2013
Q3 		$10K Buy
300
+100
+50% +$3.42K ﹤0.01% 2886
2013
Q2 		$7K Buy
+200
New +$6.85K ﹤0.01% 2944

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

Ladenburg Thalmann Financial Services sold out of ISHARES TARGET DATE 2010 ETF (TZD) in Q4 2014, closing a stake of 500 shares — an estimated $18K sold.

Ladenburg Thalmann Financial Services first reported a position in TZD in Q2 2013 and held it in 6 quarters. The position peaked at $18K in Q3 2014. 0 funds tracked by Wall St. Rank hold TZD as of Q4 2014.

  • Ladenburg Thalmann Financial Services reported no remaining ISHARES TARGET DATE 2010 ETF position as of Q4 2014 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 500 ISHARES TARGET DATE 2010 ETF shares in Q4 2014, an estimated $18K.
  • Ladenburg Thalmann Financial Services first reported a position in ISHARES TARGET DATE 2010 ETF in Q2 2013 and held it in 6 quarters.
  • Ladenburg Thalmann Financial Services's ISHARES TARGET DATE 2010 ETF position peaked at $18K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2010 ETF as of Q4 2014.

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