First Allied Advisory Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-1,925	Closed	-$69K	–	1216
2019 Q3	$69K	Buy	+1,925	New	+$68.2K	﹤0.01%	1299
2018 Q1	–	Sell	-895	Closed	-$31K	–	1180
2017 Q4	$31K	Buy	+895	New	+$31K	﹤0.01%	1352

Other funds holding AOK

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Allied Advisory Services's AOK Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2019, closing a stake of 1,925 shares — an estimated $69K sold.

First Allied Advisory Services first reported a position in AOK in Q4 2017 and held it in 2 quarters. The position peaked at $69K in Q3 2019. 121 funds tracked by Wall St. Rank hold AOK as of Q4 2019.

First Allied Advisory Services reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 1,925 iShares Core Conservative Allocation ETF shares in Q4 2019, an estimated $69K.
First Allied Advisory Services first reported a position in iShares Core Conservative Allocation ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's iShares Core Conservative Allocation ETF position peaked at $69K in Q3 2019.
121 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.