Detwiler Fenton Investment Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Detwiler Fenton Investment 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
2014 Q1	–	Sell	-10,288	Closed	-$459K	–	96
2013 Q4	$459K	Buy	10,288 +212	+2%	+$9.19K	0.41%	60
2013 Q3	$423K	Buy	10,076 +401	+4%	+$16.6K	0.38%	64
2013 Q2	$387K	Buy	+9,675	New	+$390K	0.39%	63

Other funds holding AOA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

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

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

VKH

Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

PWM

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Detwiler Fenton Investment Management's AOA Position: Q1 2014 in Review

Detwiler Fenton Investment Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2014, closing a stake of 10,288 shares — an estimated $459K sold.

Detwiler Fenton Investment Management first reported a position in AOA in Q2 2013 and held it in 3 quarters. The position peaked at $459K in Q4 2013. 38 funds tracked by Wall St. Rank hold AOA as of Q1 2014.

Detwiler Fenton Investment Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2014 after selling out during the quarter.
Detwiler Fenton Investment Management sold 10,288 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2014, an estimated $459K.
Detwiler Fenton Investment Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2013 and held it in 3 quarters.
Detwiler Fenton Investment Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $459K in Q4 2013.
38 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q1 2014, filed 1 May 2014.