BHK Investment Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

BHK Investment Advisors’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 Q4	–	Sell	-5,286	Closed	-$290K	–	65
2019 Q3	$290K	Sell	5,286 -357	-6%	-$19.4K	0.17%	63
2019 Q2	$311K	Sell	5,643 -1,761	-24%	-$95.1K	0.18%	68
2019 Q1	$396K	Sell	7,404 -839	-10%	-$43.5K	0.24%	58
2018 Q4	$400K	Buy	8,243 +26	+0.3%	+$1.33K	0.3%	46
2018 Q3	$449K	Sell	8,217 -1,189	-13%	-$64.4K	0.3%	42
2018 Q2	$502K	Sell	9,406 -723	-7%	-$38.9K	0.35%	32
2018 Q1	$542K	Buy	10,129 +3,394	+50%	+$185K	0.4%	29
2017 Q4	$363K	Buy	+6,735	New	+$368K	0.31%	35

Other funds holding AOA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

LIA

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

PAMG

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

BHK Investment Advisors's AOA Position: Q4 2019 in Review

BHK Investment Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2019, closing a stake of 5,286 shares — an estimated $290K sold.

BHK Investment Advisors first reported a position in AOA in Q4 2017 and held it in 8 quarters. The position peaked at $542K in Q1 2018. 189 funds tracked by Wall St. Rank hold AOA as of Q4 2019.

BHK Investment Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2019 after selling out during the quarter.
BHK Investment Advisors sold 5,286 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2019, an estimated $290K.
BHK Investment Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 8 quarters.
BHK Investment Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $542K in Q1 2018.
189 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2019.

Based on BHK Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.