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Cabana LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Cabana LLC’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
Q1 		– Sell
-55,525
Closed -$2.99M – 39
2017
Q4 		$2.99M Buy
+55,525
New +$3.03M 1.02% 22

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cabana LLC's AOA Position: Q1 2018 in Review

Cabana LLC sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2018, closing a stake of 55,525 shares — an estimated $2.99M sold.

Cabana LLC first reported a position in AOA in Q4 2017 and held it in 1 quarter. The position peaked at $2.99M in Q4 2017. 141 funds tracked by Wall St. Rank hold AOA as of Q1 2018.

  • Cabana LLC reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2018 after selling out during the quarter.
  • Cabana LLC sold 55,525 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2018, an estimated $2.99M.
  • Cabana LLC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 1 quarter.
  • Cabana LLC's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.99M in Q4 2017.
  • 141 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2018.

Based on Cabana LLC's 13F filing for Q1 2018, filed 15 May 2018.