Transactions
16
Total transactions associated with this filer
Disclosed purchases
16
$13.0K – $195.0K
Average modeled return
+184.2%
6 modeled purchases
Average vs. S&P 500
+95.4%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| TILVX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Retirement Annuity - TIAA Real Estate D EsCRIPTIoN : Redistribution transfer of TIAA-CREF International Equity Ind ex Fund -Institutional Class (TCIEX)sP TIAA-CREF Large-Cap Value Index Fund - Institutional Class (TILVX) | Dec 11, 2015 | Sep 18, 2026 | +234.8% | +88.9% | +145.9% |
| TILVX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Group supplemental Retirement Annuity D EsCRIPTIoN : Redistribution transfer of TIAA-CREF Large-Cap Val ue Index Fund - Institutional Class (TILVX)sP TIAA-CREF Large-Cap Value Index Fund-Institutional Class (TILVX) | Dec 11, 2015 | Sep 18, 2026 | +234.8% | +88.9% | +145.9% |
| TIMVX | F ILING s TATus : New iD owner asset transaction type notification Date amount s uBHoLDING o F : TIAA-CREF Group supplemental Retirement Annuity D EsCRIPTIoN : Redistribution transfer of TIAA-CREF Mid-Cap Valu e Fund - Institutional Class (TIMVX)sP TIAA-CREF Mid-Cap Value Fund - Institutional Class (TIMVX) | Dec 11, 2015 | Sep 18, 2026 | +163.9% | +88.9% | +75.1% |
| TIMVX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Group supplemental Retirement Annuity D EsCRIPTIoN : Redistribution transfer of TIAA-CREF Lifec ycle 2040 Fund (TCoIX)sP TIAA-CREF Mid-Cap Value Fund - Institutional Class (TIMVX) | Dec 11, 2015 | Sep 18, 2026 | +163.9% | +88.9% | +75.1% |
| TCIEX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Group supplemental Retirement Annuity D EsCRIPTIoN : Redistribution transfer of TIAA-CREF International Equity Ind ex Fund - Institutional Class (TCIEX)sP TIAA-CREF International Equity Index Fund -Institutional Class (TCIEX) | Dec 14, 2015 | Sep 18, 2026 | +154.4% | +88.9% | +65.6% |
| TCIEX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Group supplemental Retirement Annuity D EsCRIPTIoN : Redistribution transfer of TIAA Real Estate (QREARX) sP TIAA-CREF International Equity Index Fund - Institutional Class (TCIEX) | Dec 11, 2015 | Sep 18, 2026 | +153.5% | +88.9% | +64.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 16 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| TCIEX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Group supplemental Retirement Annuity D EsCRIPTIoN : Redistribution transfer of TIAA-CREF International Equity Ind ex Fund - Institutional Class (TCIEX)sP TIAA-CREF International Equity Index Fund -Institutional Class (TCIEX) | Dec 12, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
| QCGLIX | ranSactionS iD owner asset transaction type notification Date amount sP CREF Global Equities R3 (QCGLIX) | Dec 11, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
| QCGLIX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Retirement Annuity - TIAA Real Estate D EsCRIPTIoN : Redistribution transfer of CREF Glob al Equities R3 (QCGLIX)sP CREF Global Equities R3 (QCGLIX) | Dec 11, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
| QCGRIX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Group supplemental Retirement Annuity D EsCRIPTIoN : Redistribution transfer of CREF Glob al Equities R3 (QCGLIX)sP CREF Growth R3 (QCGRIX) | Dec 11, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
| QCGRIX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Retirement Annuity - TIAA Real Estate D EsCRIPTIoN : Redistribution transfer of CREF Growth R3 (QCGRIX) sP CREF stock R3 (QCsTIX) | Dec 11, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
| QREARX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Retirement Annuity - TIAA Real Estate D EsCRIPTIoN : Redistribution transfer of CREF stock R3 (QCsTIX) sP TIAA Real Estate (QREARX) | Dec 11, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
| QREARX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Retirement Annuity - TIAA Real Estate Filing ID #20005180 D EsCRIPTIoN : Redistribution transfer of TIAA Real Estate (QREARX) sP TIAA Real Estate (QREARX) | Dec 11, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TCIEX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Group supplemental Retirement Annuity D EsCRIPTIoN : Redistribution transfer of TIAA Real Estate (QREARX) sP TIAA-CREF International Equity Index Fund - Institutional Class (TCIEX) | Dec 11, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TILVX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Retirement Annuity - TIAA Real Estate D EsCRIPTIoN : Redistribution transfer of TIAA-CREF International Equity Ind ex Fund -Institutional Class (TCIEX)sP TIAA-CREF Large-Cap Value Index Fund - Institutional Class (TILVX) | Dec 11, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TILVX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Group supplemental Retirement Annuity D EsCRIPTIoN : Redistribution transfer of TIAA-CREF Large-Cap Val ue Index Fund - Institutional Class (TILVX)sP TIAA-CREF Large-Cap Value Index Fund-Institutional Class (TILVX) | Dec 11, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TIMVX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Group supplemental Retirement Annuity D EsCRIPTIoN : Redistribution transfer of TIAA-CREF Lifec ycle 2040 Fund (TCoIX)sP TIAA-CREF Mid-Cap Value Fund - Institutional Class (TIMVX) | Dec 11, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TIMVX | F ILING s TATus : New iD owner asset transaction type notification Date amount s uBHoLDING o F : TIAA-CREF Group supplemental Retirement Annuity D EsCRIPTIoN : Redistribution transfer of TIAA-CREF Mid-Cap Valu e Fund - Institutional Class (TIMVX)sP TIAA-CREF Mid-Cap Value Fund - Institutional Class (TIMVX) | Dec 11, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TIMVX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Retirement Annuity - TIAA Real Estate D EsCRIPTIoN : Redistribution transfer of TIAA-CREF Mid-Cap Valu e Fund - Institutional Class (TIMVX)sP TIAA-CREF Retirement Annuity - TIAA Real Estate | Dec 11, 2015 | Sale | $15.0K – $50.0K | Filing ↗ |
| QCBMIX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Retirement Annuity - TIAA Real Estate D EsCRIPTIoN : Redistribution transfer of CREF Bond M arket R3 (QCBMIX)sP TIAA-CREF small-Cap Blend IndexFund - Institutional Class (TIsBX) | Dec 11, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TILVX | F ILING s TATus : New D EsCRIPTIoN : Redistribution transfer from TIAA-CREF Large-Cap Val ue Index Fund - Institutional Class (TILVX)sP TIAA-CREF Retirement Annuity - TIAA Real Estate | Dec 11, 2015 | Sale | $1.0K – $15.0K | Filing ↗ |
| TILVX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Retirement Annuity - TIAA Real Estate D EsCRIPTIoN : Redistribution transfer of TIAA-CREF Large-Cap Val ue Index Fund-Institutional Class (TILVX)sP TIAA-CREF Lifecycle 204 0 Fund(TCoIX) | Feb 20, 2015 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075835 | 83 | PARTIAL | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.