Morgan Stanley
TGR

Morgan Stanley’s ISHARES TARGET DATE RETIREMENT INCOME ETF TGR Stock Holding History

Morgan Stanley’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
-10,231
Closed -$345K – 6942
2014
Q3 		$345K Sell
10,231
-157
-2% -$5.33K ﹤0.01% 4816
2014
Q2 		$355K Sell
10,388
-1,475
-12% -$49.7K ﹤0.01% 4838
2014
Q1 		$397K Buy
11,863
+960
+9% +$31.8K ﹤0.01% 4716
2013
Q4 		$360K Buy
+10,903
New +$358K ﹤0.01% 4694

Morgan Stanley's TGR Position: Q4 2014 in Review

Morgan Stanley sold out of ISHARES TARGET DATE RETIREMENT INCOME ETF (TGR) in Q4 2014, closing a stake of 10,231 shares — an estimated $345K sold.

Morgan Stanley first reported a position in TGR in Q4 2013 and held it in 4 quarters. The position peaked at $397K in Q1 2014. 0 funds tracked by Wall St. Rank hold TGR as of Q4 2014.

  • Morgan Stanley reported no remaining ISHARES TARGET DATE RETIREMENT INCOME ETF position as of Q4 2014 after selling out during the quarter.
  • Morgan Stanley sold 10,231 ISHARES TARGET DATE RETIREMENT INCOME ETF shares in Q4 2014, an estimated $345K.
  • Morgan Stanley first reported a position in ISHARES TARGET DATE RETIREMENT INCOME ETF in Q4 2013 and held it in 4 quarters.
  • Morgan Stanley's ISHARES TARGET DATE RETIREMENT INCOME ETF position peaked at $397K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TARGET DATE RETIREMENT INCOME ETF as of Q4 2014.

Based on Morgan Stanley's 13F filing for Q4 2014, filed 13 Feb 2015.