Morgan Stanley
TZO

Morgan Stanley’s ISHARES S&P TARGET DATE 2035 ETF TZO Stock Holding History

Morgan Stanley’s Portfolio TZO Stock Details TZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-250
Closed -$11K – 6949
2014
Q3 		$11K Hold
250
– – ﹤0.01% 6182
2014
Q2 		$11K Hold
250
– – ﹤0.01% 6176
2014
Q1 		$11K Buy
250
+115
+85% +$4.88K ﹤0.01% 6119
2013
Q4 		$6K Buy
+135
New +$5.6K ﹤0.01% 6138

Morgan Stanley's TZO Position: Q4 2014 in Review

Morgan Stanley sold out of ISHARES S&P TARGET DATE 2035 ETF (TZO) in Q4 2014, closing a stake of 250 shares — an estimated $11K sold.

Morgan Stanley first reported a position in TZO in Q4 2013 and held it in 4 quarters. The position peaked at $11K in Q3 2014. 0 funds tracked by Wall St. Rank hold TZO as of Q4 2014.

  • Morgan Stanley reported no remaining ISHARES S&P TARGET DATE 2035 ETF position as of Q4 2014 after selling out during the quarter.
  • Morgan Stanley sold 250 ISHARES S&P TARGET DATE 2035 ETF shares in Q4 2014, an estimated $11K.
  • Morgan Stanley first reported a position in ISHARES S&P TARGET DATE 2035 ETF in Q4 2013 and held it in 4 quarters.
  • Morgan Stanley's ISHARES S&P TARGET DATE 2035 ETF position peaked at $11K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES S&P TARGET DATE 2035 ETF as of Q4 2014.

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