TRCT
TZG

Tower Research Capital (TRC)’s ISHARES TARGET DATE 2020 ETF TZG Stock Holding History

Tower Research Capital (TRC)’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
Q2 		– Sell
-105
Closed -$4K – 5269
2014
Q1 		$4K Buy
+105
New +$4.13K ﹤0.01% 3545
2013
Q4 		– Sell
-79
Closed -$3K – 5348
2013
Q3 		$3K Buy
+79
New +$2.95K ﹤0.01% 4044

Other funds holding TZG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Tower Research Capital (TRC)'s TZG Position: Q2 2014 in Review

Tower Research Capital (TRC) sold out of ISHARES TARGET DATE 2020 ETF (TZG) in Q2 2014, closing a stake of 105 shares — an estimated $4K sold.

Tower Research Capital (TRC) first reported a position in TZG in Q3 2013 and held it in 2 quarters. The position peaked at $4K in Q1 2014. 8 funds tracked by Wall St. Rank hold TZG as of Q2 2014.

  • Tower Research Capital (TRC) reported no remaining ISHARES TARGET DATE 2020 ETF position as of Q2 2014 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 105 ISHARES TARGET DATE 2020 ETF shares in Q2 2014, an estimated $4K.
  • Tower Research Capital (TRC) first reported a position in ISHARES TARGET DATE 2020 ETF in Q3 2013 and held it in 2 quarters.
  • Tower Research Capital (TRC)'s ISHARES TARGET DATE 2020 ETF position peaked at $4K in Q1 2014.
  • 8 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2020 ETF as of Q2 2014.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2014, filed 14 Aug 2014.