Concert Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Concert Wealth Management’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
2016 Q4	–	Sell	-443	Closed	-$15K	–	506
2016 Q3	$15K	Buy	+443	New	+$14.7K	﹤0.01%	923

Other funds holding AOK

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

MAS

Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

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

Concert Wealth Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2016, closing a stake of 443 shares — an estimated $15K sold.

Concert Wealth Management first reported a position in AOK in Q3 2016 and held it in 1 quarter. The position peaked at $15K in Q3 2016. 63 funds tracked by Wall St. Rank hold AOK as of Q4 2016.

Concert Wealth Management reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 443 iShares Core Conservative Allocation ETF shares in Q4 2016, an estimated $15K.
Concert Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's iShares Core Conservative Allocation ETF position peaked at $15K in Q3 2016.
63 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2016.

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