Credit Suisse’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Credit Suisse’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 Q1	–	Sell	-5,926	Closed	-$266K	–	3962
2015 Q4	$266K	Buy	+5,926	New	+$270K	﹤0.01%	3747

Other funds holding AOA

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

LIA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Credit Suisse's AOA Position: Q1 2016 in Review

Credit Suisse sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2016, closing a stake of 5,926 shares — an estimated $266K sold.

Credit Suisse first reported a position in AOA in Q4 2015 and held it in 1 quarter. The position peaked at $266K in Q4 2015. 75 funds tracked by Wall St. Rank hold AOA as of Q1 2016.

Credit Suisse reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2016 after selling out during the quarter.
Credit Suisse sold 5,926 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2016, an estimated $266K.
Credit Suisse first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2015 and held it in 1 quarter.
Credit Suisse's iShares Core 80/20 Aggressive Allocation ETF position peaked at $266K in Q4 2015.
75 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2016.

Based on Credit Suisse's 13F filing for Q1 2016, filed 16 May 2016.