Morgan Stanley’s ISHARES TARGET DATE 2020 ETF TZG Stock Holding History

Morgan Stanley’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	-310	Closed	-$12K	–	6947
2014 Q3	$12K	Hold	310	–	–	﹤0.01%	6156
2014 Q2	$13K	Hold	310	–	–	﹤0.01%	6140
2014 Q1	$12K	Buy	+310	New	+$12.2K	﹤0.01%	6097

Morgan Stanley's TZG Position: Q4 2014 in Review

Morgan Stanley sold out of ISHARES TARGET DATE 2020 ETF (TZG) in Q4 2014, closing a stake of 310 shares — an estimated $12K sold.

Morgan Stanley first reported a position in TZG in Q1 2014 and held it in 3 quarters. The position peaked at $13K in Q2 2014. 0 funds tracked by Wall St. Rank hold TZG as of Q4 2014.

Morgan Stanley reported no remaining ISHARES TARGET DATE 2020 ETF position as of Q4 2014 after selling out during the quarter.
Morgan Stanley sold 310 ISHARES TARGET DATE 2020 ETF shares in Q4 2014, an estimated $12K.
Morgan Stanley first reported a position in ISHARES TARGET DATE 2020 ETF in Q1 2014 and held it in 3 quarters.
Morgan Stanley's ISHARES TARGET DATE 2020 ETF position peaked at $13K in Q2 2014.
0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2020 ETF as of Q4 2014.

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