LTFS
TZE

Ladenburg Thalmann Financial Services’s ISHARES TARGET DATE 2015 ETF TZE Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio TZE Stock Details TZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,000
Closed -$39K – 4603
2014
Q3 		$39K Hold
1,000
– – ﹤0.01% 2204
2014
Q2 		$39K Hold
1,000
– – ﹤0.01% 2209
2014
Q1 		$38K Hold
1,000
– – ﹤0.01% 2153
2013
Q4 		$38K Buy
1,000
+600
+150% +$22.3K ﹤0.01% 2116
2013
Q3 		$15K Buy
+400
New +$14.4K ﹤0.01% 2661

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

Ladenburg Thalmann Financial Services sold out of ISHARES TARGET DATE 2015 ETF (TZE) in Q4 2014, closing a stake of 1,000 shares — an estimated $39K sold.

Ladenburg Thalmann Financial Services first reported a position in TZE in Q3 2013 and held it in 5 quarters. The position peaked at $39K in Q3 2014. 0 funds tracked by Wall St. Rank hold TZE as of Q4 2014.

  • Ladenburg Thalmann Financial Services reported no remaining ISHARES TARGET DATE 2015 ETF position as of Q4 2014 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 1,000 ISHARES TARGET DATE 2015 ETF shares in Q4 2014, an estimated $39K.
  • Ladenburg Thalmann Financial Services first reported a position in ISHARES TARGET DATE 2015 ETF in Q3 2013 and held it in 5 quarters.
  • Ladenburg Thalmann Financial Services's ISHARES TARGET DATE 2015 ETF position peaked at $39K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2015 ETF as of Q4 2014.

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