PAG
TZV

Private Advisor Group’s ISHARES TARGET DATE 2040 ETF TZV Stock Holding History

Private Advisor Group’s Portfolio TZV Stock Details TZV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-300
Closed -$13K – 1383
2014
Q3 		$13K Buy
+300
New +$13.6K ﹤0.01% 1170

Private Advisor Group's TZV Position: Q4 2014 in Review

Private Advisor Group sold out of ISHARES TARGET DATE 2040 ETF (TZV) in Q4 2014, closing a stake of 300 shares — an estimated $13K sold.

Private Advisor Group first reported a position in TZV in Q3 2014 and held it in 1 quarter. The position peaked at $13K in Q3 2014. 0 funds tracked by Wall St. Rank hold TZV as of Q4 2014.

  • Private Advisor Group reported no remaining ISHARES TARGET DATE 2040 ETF position as of Q4 2014 after selling out during the quarter.
  • Private Advisor Group sold 300 ISHARES TARGET DATE 2040 ETF shares in Q4 2014, an estimated $13K.
  • Private Advisor Group first reported a position in ISHARES TARGET DATE 2040 ETF in Q3 2014 and held it in 1 quarter.
  • Private Advisor Group's ISHARES TARGET DATE 2040 ETF position peaked at $13K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2040 ETF as of Q4 2014.

Based on Private Advisor Group's 13F filing for Q4 2014, filed 17 Feb 2015.