Burt Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Burt Wealth 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
2018 Q2	–	Sell	-1,000	Closed	-$54K	–	365
2018 Q1	$54K	Sell	1,000 -433	-30%	-$23.6K	0.03%	171
2017 Q4	$77K	Hold	1,433	–	–	0.05%	148
2017 Q3	$77K	Hold	1,433	–	–	0.05%	146
2017 Q2	$74K	Buy	+1,433	New	+$73.1K	0.05%	148

Other funds holding AOA

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

AIP

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Burt Wealth Advisors's AOA Position: Q2 2018 in Review

Burt Wealth Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2018, closing a stake of 1,000 shares — an estimated $54K sold.

Burt Wealth Advisors first reported a position in AOA in Q2 2017 and held it in 4 quarters. The position peaked at $77K in Q4 2017. 145 funds tracked by Wall St. Rank hold AOA as of Q2 2018.

Burt Wealth Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2018 after selling out during the quarter.
Burt Wealth Advisors sold 1,000 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2018, an estimated $54K.
Burt Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2017 and held it in 4 quarters.
Burt Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $77K in Q4 2017.
145 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2018.

Based on Burt Wealth Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.