Wells Fargo’s ISHARES S&P TARGET DATE 2035 ETF TZO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-2
Closed 6730
2014
Q3
$0 Buy
2
+1
+100% +$44 ﹤0.01% 6578
2014
Q2
$0 Hold
1
﹤0.01% 6515
2014
Q1
$0 Hold
1
﹤0.01% 6319
2013
Q4
$0 Hold
1
﹤0.01% 6175
2013
Q3
$0 Hold
1
﹤0.01% 6062
2013
Q2
$0 Buy
+1
New +$39 ﹤0.01% 5861

Wells Fargo's TZO Position: Q4 2014 in Review

Wells Fargo sold out of ISHARES S&P TARGET DATE 2035 ETF (TZO) in Q4 2014, closing a stake of 2 shares.

Wells Fargo first reported a position in TZO in Q2 2013 and held it in 6 quarters. The position peaked at $0 in Q3 2014. 0 funds tracked by Wall St. Rank hold TZO as of Q4 2014.

  • Wells Fargo reported no remaining ISHARES S&P TARGET DATE 2035 ETF position as of Q4 2014 after selling out during the quarter.
  • Wells Fargo sold 2 ISHARES S&P TARGET DATE 2035 ETF shares in Q4 2014.
  • Wells Fargo first reported a position in ISHARES S&P TARGET DATE 2035 ETF in Q2 2013 and held it in 6 quarters.
  • Wells Fargo's ISHARES S&P TARGET DATE 2035 ETF position peaked at $0 in Q3 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES S&P TARGET DATE 2035 ETF as of Q4 2014.

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