Csenge Advisory Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Csenge Advisory Group’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
2018 Q3	–	Sell	-16,209	Closed	-$866K	–	1036
2018 Q2	$866K	Buy	16,209 +5,474	+51%	+$295K	0.32%	77
2018 Q1	$574K	Buy	+10,735	New	+$586K	0.2%	120

Other funds holding AOA

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

AIP

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

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

LIA

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

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

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

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

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

Csenge Advisory Group's AOA Position: Q3 2018 in Review

Csenge Advisory Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2018, closing a stake of 16,209 shares — an estimated $866K sold.

Csenge Advisory Group first reported a position in AOA in Q1 2018 and held it in 2 quarters. The position peaked at $866K in Q2 2018. 140 funds tracked by Wall St. Rank hold AOA as of Q3 2018.

Csenge Advisory Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2018 after selling out during the quarter.
Csenge Advisory Group sold 16,209 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2018, an estimated $866K.
Csenge Advisory Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2018 and held it in 2 quarters.
Csenge Advisory Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $866K in Q2 2018.
140 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2018.

Based on Csenge Advisory Group's 13F filing for Q3 2018, filed 19 Nov 2018.