Gilbert & Cook’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Gilbert & Cook’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
2019 Q1	–	Sell	-4,415	Closed	-$214K	–	110
2018 Q4	$214K	Buy	4,415 +212	+5%	+$10.8K	0.08%	89
2018 Q3	$230K	Buy	4,203 +71	+2%	+$3.84K	0.07%	87
2018 Q2	$221K	Hold	4,132	–	–	0.07%	86
2018 Q1	$221K	Sell	4,132 -754	-15%	-$41.2K	0.08%	83
2017 Q4	$263K	Sell	4,886 -283	-5%	-$15.5K	0.09%	71
2017 Q3	$277K	Sell	5,169 -663	-11%	-$34.8K	0.1%	61
2017 Q2	$302K	Sell	5,832 -127	-2%	-$6.48K	0.11%	94
2017 Q1	$298K	Sell	5,959 -988	-14%	-$48.3K	0.12%	55
2016 Q4	$328K	Buy	+6,947	New	+$326K	0.14%	52

Other funds holding AOA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gilbert & Cook's AOA Position: Q1 2019 in Review

Gilbert & Cook sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2019, closing a stake of 4,415 shares — an estimated $214K sold.

Gilbert & Cook first reported a position in AOA in Q4 2016 and held it in 9 quarters. The position peaked at $328K in Q4 2016. 155 funds tracked by Wall St. Rank hold AOA as of Q1 2019.

Gilbert & Cook reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2019 after selling out during the quarter.
Gilbert & Cook sold 4,415 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2019, an estimated $214K.
Gilbert & Cook first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2016 and held it in 9 quarters.
Gilbert & Cook's iShares Core 80/20 Aggressive Allocation ETF position peaked at $328K in Q4 2016.
155 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2019.

Based on Gilbert & Cook's 13F filing for Q1 2019, filed 10 May 2019.