Alexandria Capital’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Alexandria Capital’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-103	Closed	-$6K	–	251
2017 Q3	$6K	Hold	103	–	–	﹤0.01%	437
2017 Q2	$5K	Hold	103	–	–	﹤0.01%	481
2017 Q1	$5K	Hold	103	–	–	﹤0.01%	472
2016 Q4	$5K	Hold	103	–	–	﹤0.01%	466
2016 Q3	$5K	Buy	+103	New	+$4.84K	﹤0.01%	477

Other funds holding AOA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

Alexandria Capital's AOA Position: Q4 2017 in Review

Alexandria Capital sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2017, closing a stake of 103 shares — an estimated $6K sold.

Alexandria Capital first reported a position in AOA in Q3 2016 and held it in 5 quarters. The position peaked at $6K in Q3 2017. 134 funds tracked by Wall St. Rank hold AOA as of Q4 2017.

Alexandria Capital reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2017 after selling out during the quarter.
Alexandria Capital sold 103 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2017, an estimated $6K.
Alexandria Capital first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2016 and held it in 5 quarters.
Alexandria Capital's iShares Core 80/20 Aggressive Allocation ETF position peaked at $6K in Q3 2017.
134 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.