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Crosspoint Capital Strategies’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Crosspoint Capital Strategies’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
-600
Closed -$28K – 157
2015
Q4 		$28K Buy
+600
New +$27.3K 0.01% 529

Other funds holding AOA

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
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

Crosspoint Capital Strategies's AOA Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2016, closing a stake of 600 shares — an estimated $28K sold.

Crosspoint Capital Strategies first reported a position in AOA in Q4 2015 and held it in 1 quarter. The position peaked at $28K in Q4 2015. 75 funds tracked by Wall St. Rank hold AOA as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 600 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2016, an estimated $28K.
  • Crosspoint Capital Strategies first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's iShares Core 80/20 Aggressive Allocation ETF position peaked at $28K in Q4 2015.
  • 75 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.