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Exchange Capital Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Exchange Capital 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
-605
Closed -$20K – 199
2016
Q3 		$20K Buy
+605
New +$20.1K 0.01% 140

Other funds holding AOK

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

Exchange Capital Management's AOK Position: Q4 2016 in Review

Exchange Capital Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2016, closing a stake of 605 shares — an estimated $20K sold.

Exchange Capital Management first reported a position in AOK in Q3 2016 and held it in 1 quarter. The position peaked at $20K in Q3 2016. 63 funds tracked by Wall St. Rank hold AOK as of Q4 2016.

  • Exchange Capital Management reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2016 after selling out during the quarter.
  • Exchange Capital Management sold 605 iShares Core Conservative Allocation ETF shares in Q4 2016, an estimated $20K.
  • Exchange Capital Management first reported a position in iShares Core Conservative Allocation ETF in Q3 2016 and held it in 1 quarter.
  • Exchange Capital Management's iShares Core Conservative Allocation ETF position peaked at $20K in Q3 2016.
  • 63 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2016.

Based on Exchange Capital Management's 13F filing for Q4 2016, filed 13 Feb 2017.