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Fusion Family Wealth’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Fusion Family Wealth’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
2017
Q1 		– Sell
-28
Closed -$1K – 322
2016
Q4 		$1K Buy
+28
New +$1.31K ﹤0.01% 352

Other funds holding AOA

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
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Fusion Family Wealth's AOA Position: Q1 2017 in Review

Fusion Family Wealth sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2017, closing a stake of 28 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in AOA in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 89 funds tracked by Wall St. Rank hold AOA as of Q1 2017.

  • Fusion Family Wealth reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 28 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2017, an estimated $1K.
  • Fusion Family Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2016 and held it in 1 quarter.
  • Fusion Family Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1K in Q4 2016.
  • 89 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.