RFA
TDV

Reilly Financial Advisors’s DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF TDV Stock Holding History

Reilly Financial Advisors’s Portfolio TDV Stock Details TDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-26
Closed -$1K – 1491
2015
Q1 		$1K Buy
+26
New +$819 ﹤0.01% 1261

Reilly Financial Advisors's TDV Position: Q2 2015 in Review

Reilly Financial Advisors sold out of DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF (TDV) in Q2 2015, closing a stake of 26 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in TDV in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 0 funds tracked by Wall St. Rank hold TDV as of Q2 2015.

  • Reilly Financial Advisors reported no remaining DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF position as of Q2 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 26 DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF shares in Q2 2015, an estimated $1K.
  • Reilly Financial Advisors first reported a position in DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF in Q1 2015 and held it in 1 quarter.
  • Reilly Financial Advisors's DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF position peaked at $1K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF as of Q2 2015.

Based on Reilly Financial Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.