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 $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AIP

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

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

BB&T Securities's AOA Position: Q4 2018 in Review

BB&T Securities sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2018, closing a stake of 10,126 shares — an estimated $553K sold.

BB&T Securities first reported a position in AOA in Q3 2017 and held it in 5 quarters. The position peaked at $758K in Q4 2017. 150 funds tracked by Wall St. Rank hold AOA as of Q4 2018.

BB&T Securities reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2018 after selling out during the quarter.
BB&T Securities sold 10,126 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2018, an estimated $553K.
BB&T Securities first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2017 and held it in 5 quarters.
BB&T Securities's iShares Core 80/20 Aggressive Allocation ETF position peaked at $758K in Q4 2017.
150 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2018.

Based on BB&T Securities's 13F filing for Q4 2018, filed 4 Feb 2019.