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Benjamin F. Edwards & Company’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Benjamin F. Edwards & Company’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
2019
Q2 		– Sell
-8
Closed – – 1900
2019
Q1 		$0 Buy
+8
New +$415 ﹤0.01% 1695

Other funds holding AOA

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

Benjamin F. Edwards & Company's AOA Position: Q2 2019 in Review

Benjamin F. Edwards & Company sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2019, closing a stake of 8 shares.

Benjamin F. Edwards & Company first reported a position in AOA in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 161 funds tracked by Wall St. Rank hold AOA as of Q2 2019.

  • Benjamin F. Edwards & Company reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 8 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2019.
  • Benjamin F. Edwards & Company first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2019 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's iShares Core 80/20 Aggressive Allocation ETF position peaked at $0 in Q1 2019.
  • 161 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2019, filed 8 Aug 2019.