FIG
AOA icon

Fusion Investment Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Fusion Investment Group’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
2015
Q4 		– Sell
-516
Closed -$23K – 78
2015
Q3 		$23K Buy
+516
New +$23.6K 0.05% 104

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fusion Investment Group's AOA Position: Q4 2015 in Review

Fusion Investment Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2015, closing a stake of 516 shares — an estimated $23K sold.

Fusion Investment Group first reported a position in AOA in Q3 2015 and held it in 1 quarter. The position peaked at $23K in Q3 2015. 69 funds tracked by Wall St. Rank hold AOA as of Q4 2015.

  • Fusion Investment Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2015 after selling out during the quarter.
  • Fusion Investment Group sold 516 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2015, an estimated $23K.
  • Fusion Investment Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2015 and held it in 1 quarter.
  • Fusion Investment Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $23K in Q3 2015.
  • 69 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.