Morgan Stanley’s ISHARES TARGET DATE 2015 ETF TZE Stock Holding History

Morgan Stanley’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	-1,703	Closed	-$66K	–	6946
2014 Q3	$66K	Hold	1,703	–	–	﹤0.01%	5636
2014 Q2	$67K	Hold	1,703	–	–	﹤0.01%	5662
2014 Q1	$65K	Hold	1,703	–	–	﹤0.01%	5617
2013 Q4	$64K	Buy	+1,703	New	+$63.2K	﹤0.01%	5514

Morgan Stanley's TZE Position: Q4 2014 in Review

Morgan Stanley sold out of ISHARES TARGET DATE 2015 ETF (TZE) in Q4 2014, closing a stake of 1,703 shares — an estimated $66K sold.

Morgan Stanley first reported a position in TZE in Q4 2013 and held it in 4 quarters. The position peaked at $67K in Q2 2014. 0 funds tracked by Wall St. Rank hold TZE as of Q4 2014.

Morgan Stanley reported no remaining ISHARES TARGET DATE 2015 ETF position as of Q4 2014 after selling out during the quarter.
Morgan Stanley sold 1,703 ISHARES TARGET DATE 2015 ETF shares in Q4 2014, an estimated $66K.
Morgan Stanley first reported a position in ISHARES TARGET DATE 2015 ETF in Q4 2013 and held it in 4 quarters.
Morgan Stanley's ISHARES TARGET DATE 2015 ETF position peaked at $67K in Q2 2014.
0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2015 ETF as of Q4 2014.

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