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B. Riley Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

B. Riley Wealth Advisors’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,100
Closed -$36.4K – 718
2014
Q2 		$36.4K Buy
+1,100
New +$35.9K 0.01% 1163

Other funds holding AOK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

B. Riley Wealth Advisors's AOK Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2014, closing a stake of 1,100 shares — an estimated $36.4K sold.

B. Riley Wealth Advisors first reported a position in AOK in Q2 2014 and held it in 1 quarter. The position peaked at $36.4K in Q2 2014. 33 funds tracked by Wall St. Rank hold AOK as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,100 iShares Core Conservative Allocation ETF shares in Q3 2014, an estimated $36.4K.
  • B. Riley Wealth Advisors first reported a position in iShares Core Conservative Allocation ETF in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's iShares Core Conservative Allocation ETF position peaked at $36.4K in Q2 2014.
  • 33 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.