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Concert Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-586
Closed -$28K – 505
2016
Q3 		$28K Buy
+586
New +$27.5K ﹤0.01% 872

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concert Wealth Management's AOA Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2016, closing a stake of 586 shares — an estimated $28K sold.

Concert Wealth Management first reported a position in AOA in Q3 2016 and held it in 1 quarter. The position peaked at $28K in Q3 2016. 92 funds tracked by Wall St. Rank hold AOA as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 586 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2016, an estimated $28K.
  • Concert Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $28K in Q3 2016.
  • 92 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.