LTFS
TZG

Ladenburg Thalmann Financial Services’s ISHARES TARGET DATE 2020 ETF TZG Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		– Sell
-2,050
Closed -$83K – 4604
2014
Q3 		$83K Hold
2,050
– – ﹤0.01% 1711
2014
Q2 		$84K Hold
2,050
– – ﹤0.01% 1715
2014
Q1 		$82K Hold
2,050
– – ﹤0.01% 1629
2013
Q4 		$81K Buy
2,050
+275
+15% +$10.6K ﹤0.01% 1601
2013
Q3 		$67K Buy
1,775
+300
+20% +$11.2K ﹤0.01% 1631
2013
Q2 		$54K Buy
+1,475
New +$54.7K ﹤0.01% 1700

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

Ladenburg Thalmann Financial Services sold out of ISHARES TARGET DATE 2020 ETF (TZG) in Q4 2014, closing a stake of 2,050 shares — an estimated $83K sold.

Ladenburg Thalmann Financial Services first reported a position in TZG in Q2 2013 and held it in 6 quarters. The position peaked at $84K in Q2 2014. 0 funds tracked by Wall St. Rank hold TZG as of Q4 2014.

  • Ladenburg Thalmann Financial Services reported no remaining ISHARES TARGET DATE 2020 ETF position as of Q4 2014 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 2,050 ISHARES TARGET DATE 2020 ETF shares in Q4 2014, an estimated $83K.
  • Ladenburg Thalmann Financial Services first reported a position in ISHARES TARGET DATE 2020 ETF in Q2 2013 and held it in 6 quarters.
  • Ladenburg Thalmann Financial Services's ISHARES TARGET DATE 2020 ETF position peaked at $84K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2020 ETF as of Q4 2014.

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