First Allied Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

First Allied Advisory Services’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
2020 Q1	–	Sell	-4,100	Closed	-$238K	–	1067
2019 Q4	$238K	Hold	4,100	–	–	0.01%	1037
2019 Q3	$222K	Hold	4,100	–	–	0.01%	1044
2019 Q2	$226K	Buy	+4,100	New	+$221K	0.01%	1041
2018 Q2	–	Sell	-5,000	Closed	-$268K	–	1153
2018 Q1	$268K	Buy	5,000 +1,000	+25%	+$54.6K	0.01%	923
2017 Q4	$216K	Hold	4,000	–	–	0.01%	1017
2017 Q3	$214K	Hold	4,000	–	–	0.01%	984
2017 Q2	$208K	Buy	+4,000	New	+$204K	0.01%	1011

Other funds holding AOA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

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

LIA

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

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

PAA

Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

First Allied Advisory Services's AOA Position: Q1 2020 in Review

First Allied Advisory Services sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2020, closing a stake of 4,100 shares — an estimated $238K sold.

First Allied Advisory Services first reported a position in AOA in Q2 2017 and held it in 7 quarters. The position peaked at $268K in Q1 2018. 177 funds tracked by Wall St. Rank hold AOA as of Q1 2020.

First Allied Advisory Services reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2020 after selling out during the quarter.
First Allied Advisory Services sold 4,100 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2020, an estimated $238K.
First Allied Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2017 and held it in 7 quarters.
First Allied Advisory Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $268K in Q1 2018.
177 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2020.

Based on First Allied Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.