BPBT
AOA icon

Boston Private Bank & Trust’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$9K Hold
180
– – ﹤0.01% 831
2014
Q4 		$8K Sell
180
-20
-10% -$919 ﹤0.01% 882
2014
Q3 		$9K Buy
+200
New +$9.31K ﹤0.01% 878

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Boston Private Bank & Trust's AOA Position: Q1 2015 in Review

Boston Private Bank & Trust held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q1 2015 at 180 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Boston Private Bank & Trust first reported a position in AOA in Q3 2014 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold AOA as of Q1 2015.

  • Boston Private Bank & Trust held 180 shares of iShares Core 80/20 Aggressive Allocation ETF worth $9K as of Q1 2015.
  • Boston Private Bank & Trust left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q1 2015.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #831 holding.
  • Boston Private Bank & Trust first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2014 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.