Global Financial Private Capital’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Global Financial Private Capital’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	-821	Closed	-$48K	–	382
2019 Q4	$48K	Buy	+821	New	+$46.3K	﹤0.01%	299
2019 Q2	–	Sell	-17,979	Closed	-$962K	–	459
2019 Q1	$962K	Buy	17,979 +504	+3%	+$26.1K	0.05%	246
2018 Q4	$915K	Buy	17,475 +11,136	+176%	+$569K	0.05%	214
2018 Q3	$1.46M	Buy	6,339 +1,458	+30%	+$78.9K	0.05%	235
2018 Q2	$1.22M	Sell	4,881 -120	-2%	-$6.46K	0.04%	242
2018 Q1	$1.14M	Sell	5,001 -250	-5%	-$13.6K	0.04%	248
2017 Q4	$1.2M	Buy	5,251 +1,503	+40%	+$82.1K	0.04%	230
2017 Q3	$1.12M	Buy	+3,748	New	+$197K	0.04%	240

Other funds holding AOA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $44.6B AUM 28.94% 1-Year Est. Return

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

LIA

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

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

PAA

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

Global Financial Private Capital's AOA Position: Q1 2020 in Review

Global Financial Private Capital sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2020, closing a stake of 821 shares — an estimated $48K sold.

Global Financial Private Capital first reported a position in AOA in Q3 2017 and held it in 8 quarters. The position peaked at $1.46M in Q3 2018. 177 funds tracked by Wall St. Rank hold AOA as of Q1 2020.

Global Financial Private Capital reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2020 after selling out during the quarter.
Global Financial Private Capital sold 821 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2020, an estimated $48K.
Global Financial Private Capital first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2017 and held it in 8 quarters.
Global Financial Private Capital's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.46M in Q3 2018.
177 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2020.

Based on Global Financial Private Capital's 13F filing for Q1 2020, filed 12 May 2020.