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Calton & Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Calton & Associates’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
-2,176
Closed -$122K – 381
2017
Q4 		$122K Buy
+2,176
New +$119K 0.03% 436

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

Calton & Associates's AOA Position: Q1 2018 in Review

Calton & Associates sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2018, closing a stake of 2,176 shares — an estimated $122K sold.

Calton & Associates first reported a position in AOA in Q4 2017 and held it in 1 quarter. The position peaked at $122K in Q4 2017. 141 funds tracked by Wall St. Rank hold AOA as of Q1 2018.

  • Calton & Associates reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,176 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2018, an estimated $122K.
  • Calton & Associates first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Core 80/20 Aggressive Allocation ETF position peaked at $122K in Q4 2017.
  • 141 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.