MFS
TZG

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

MSI 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
-300
Closed -$12K – 2939
2014
Q3 		$12K Hold
300
– – ﹤0.01% 1758
2014
Q2 		$12K Hold
300
– – ﹤0.01% 1737
2014
Q1 		$12K Sell
300
-350
-54% -$13.8K ﹤0.01% 1677
2013
Q4 		$26K Buy
+650
New +$25.1K ﹤0.01% 1285

MSI Financial Services's TZG Position: Q4 2014 in Review

MSI Financial Services sold out of ISHARES TARGET DATE 2020 ETF (TZG) in Q4 2014, closing a stake of 300 shares — an estimated $12K sold.

MSI Financial Services first reported a position in TZG in Q4 2013 and held it in 4 quarters. The position peaked at $26K in Q4 2013. 0 funds tracked by Wall St. Rank hold TZG as of Q4 2014.

  • MSI Financial Services reported no remaining ISHARES TARGET DATE 2020 ETF position as of Q4 2014 after selling out during the quarter.
  • MSI Financial Services sold 300 ISHARES TARGET DATE 2020 ETF shares in Q4 2014, an estimated $12K.
  • MSI Financial Services first reported a position in ISHARES TARGET DATE 2020 ETF in Q4 2013 and held it in 4 quarters.
  • MSI Financial Services's ISHARES TARGET DATE 2020 ETF position peaked at $26K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2020 ETF as of Q4 2014.

Based on MSI Financial Services's 13F filing for Q4 2014, filed 26 Jan 2015.