BB&T Securities’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

BB&T Securities’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
2018 Q4	–	Sell	-10,126	Closed	-$553K	–	1479
2018 Q3	$553K	Sell	10,126 -831	-8%	-$45K	0.01%	1029
2018 Q2	$585K	Sell	10,957 -442	-4%	-$23.8K	0.01%	1012
2018 Q1	$609K	Sell	11,399 -2,684	-19%	-$147K	0.01%	946
2017 Q4	$758K	Buy	14,083 +8,808	+167%	+$481K	0.01%	842
2017 Q3	$282K	Buy	+5,275	New	+$277K	﹤0.01%	1181

Other funds holding AOA

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services

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

Cambridge Investment Research Advisors

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

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

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

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

Cary Street Partners Investment Advisory Richmond, Virginia $392M AUM 21.43% 1-Year Est. Return