Clearwater Capital Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Clearwater Capital 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 Q3	–	Sell	-4,780	Closed	-$264K	–	177
2019 Q2	$264K	Sell	4,780 -231	-5%	-$12.5K	0.05%	172
2019 Q1	$268K	Sell	5,011 -1,222	-20%	-$63.4K	0.05%	174
2018 Q4	$303K	Buy	6,233 +1,419	+29%	+$72.6K	0.07%	170
2018 Q3	$263K	Sell	4,814 -9,651	-67%	-$522K	0.05%	170
2018 Q2	$772K	Buy	14,465 +699	+5%	+$37.6K	0.16%	111
2018 Q1	$736K	Buy	13,766 +1,828	+15%	+$99.8K	0.15%	112
2017 Q4	$643K	Buy	11,938 +309	+3%	+$16.9K	0.14%	111
2017 Q3	$625K	Buy	11,629 +2,957	+34%	+$155K	0.15%	112
2017 Q2	$445K	Buy	8,672 +1,401	+19%	+$71.5K	0.11%	117
2017 Q1	$361K	Buy	+7,271	New	+$356K	0.1%	129

Other funds holding AOA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

AIP

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

Clearwater Capital Advisors's AOA Position: Q3 2019 in Review

Clearwater Capital Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2019, closing a stake of 4,780 shares — an estimated $264K sold.

Clearwater Capital Advisors first reported a position in AOA in Q1 2017 and held it in 10 quarters. The position peaked at $772K in Q2 2018. 155 funds tracked by Wall St. Rank hold AOA as of Q3 2019.

Clearwater Capital Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 4,780 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2019, an estimated $264K.
Clearwater Capital Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2017 and held it in 10 quarters.
Clearwater Capital Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $772K in Q2 2018.
155 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2019.

Based on Clearwater Capital Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.