Wells Fargo’s ISHARES TARGET DATE 2020 ETF TZG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-700
Closed -$28K 6729
2014
Q3
$28K Sell
700
-2,751
-80% -$112K ﹤0.01% 5165
2014
Q2
$142K Sell
3,451
-299
-8% -$12.1K ﹤0.01% 4537
2014
Q1
$150K Sell
3,750
-1,100
-23% -$43.3K ﹤0.01% 4468
2013
Q4
$191K Buy
4,850
+1,030
+27% +$39.8K ﹤0.01% 4277
2013
Q3
$145K Buy
3,820
+2,020
+112% +$75.5K ﹤0.01% 4340
2013
Q2
$66K Buy
+1,800
New +$66.7K ﹤0.01% 4536

Wells Fargo's TZG Position: Q4 2014 in Review

Wells Fargo sold out of ISHARES TARGET DATE 2020 ETF (TZG) in Q4 2014, closing a stake of 700 shares — an estimated $28K sold.

Wells Fargo first reported a position in TZG in Q2 2013 and held it in 6 quarters. The position peaked at $191K in Q4 2013. 0 funds tracked by Wall St. Rank hold TZG as of Q4 2014.

  • Wells Fargo reported no remaining ISHARES TARGET DATE 2020 ETF position as of Q4 2014 after selling out during the quarter.
  • Wells Fargo sold 700 ISHARES TARGET DATE 2020 ETF shares in Q4 2014, an estimated $28K.
  • Wells Fargo first reported a position in ISHARES TARGET DATE 2020 ETF in Q2 2013 and held it in 6 quarters.
  • Wells Fargo's ISHARES TARGET DATE 2020 ETF position peaked at $191K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2020 ETF as of Q4 2014.

Based on Wells Fargo's 13F filing for Q4 2014, filed 11 Feb 2015.