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Cambridge Trust’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Cambridge Trust’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-8,698
Closed -$301K – 249
2017
Q4 		$301K Buy
+8,698
New +$301K 0.02% 219

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
DDPOM
Delta Dental Plan of Michigan Okemos, Michigan $333M AUM

Cambridge Trust's AOK Position: Q1 2018 in Review

Cambridge Trust sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2018, closing a stake of 8,698 shares — an estimated $301K sold.

Cambridge Trust first reported a position in AOK in Q4 2017 and held it in 1 quarter. The position peaked at $301K in Q4 2017. 90 funds tracked by Wall St. Rank hold AOK as of Q1 2018.

  • Cambridge Trust reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2018 after selling out during the quarter.
  • Cambridge Trust sold 8,698 iShares Core Conservative Allocation ETF shares in Q1 2018, an estimated $301K.
  • Cambridge Trust first reported a position in iShares Core Conservative Allocation ETF in Q4 2017 and held it in 1 quarter.
  • Cambridge Trust's iShares Core Conservative Allocation ETF position peaked at $301K in Q4 2017.
  • 90 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2018.

Based on Cambridge Trust's 13F filing for Q1 2018, filed 27 Apr 2018.