Camarda Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Camarda Financial 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 Q1	–	Sell	-9,515	Closed	-$462K	–	528
2018 Q4	$462K	Sell	9,515 -123	-1%	-$6.29K	0.55%	31
2018 Q3	$527K	Sell	9,638 -697	-7%	-$37.7K	0.6%	32
2018 Q2	$552K	Sell	10,335 -314	-3%	-$16.9K	0.58%	37
2018 Q1	$570K	Buy	10,649 +31	+0.3%	+$1.69K	0.59%	37
2017 Q4	$572K	Buy	+10,618	New	+$580K	0.68%	37

Other funds holding AOA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Camarda Financial Advisors's AOA Position: Q1 2019 in Review

Camarda Financial Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2019, closing a stake of 9,515 shares — an estimated $462K sold.

Camarda Financial Advisors first reported a position in AOA in Q4 2017 and held it in 5 quarters. The position peaked at $572K in Q4 2017. 155 funds tracked by Wall St. Rank hold AOA as of Q1 2019.

Camarda Financial Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2019 after selling out during the quarter.
Camarda Financial Advisors sold 9,515 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2019, an estimated $462K.
Camarda Financial Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 5 quarters.
Camarda Financial Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $572K in Q4 2017.
155 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2019.

Based on Camarda Financial Advisors's 13F filing for Q1 2019, filed 25 Apr 2019.