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Hilltop Holdings’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Hilltop Holdings’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
Q4 		– Sell
-9,099
Closed -$488K – 331
2017
Q3 		$488K Buy
+9,099
New +$478K 0.15% 165

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

Hilltop Holdings's AOA Position: Q4 2017 in Review

Hilltop Holdings sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2017, closing a stake of 9,099 shares — an estimated $488K sold.

Hilltop Holdings first reported a position in AOA in Q3 2017 and held it in 1 quarter. The position peaked at $488K in Q3 2017. 134 funds tracked by Wall St. Rank hold AOA as of Q4 2017.

  • Hilltop Holdings reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2017 after selling out during the quarter.
  • Hilltop Holdings sold 9,099 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2017, an estimated $488K.
  • Hilltop Holdings first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2017 and held it in 1 quarter.
  • Hilltop Holdings's iShares Core 80/20 Aggressive Allocation ETF position peaked at $488K in Q3 2017.
  • 134 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2017.

Based on Hilltop Holdings's 13F filing for Q4 2017, filed 14 Feb 2018.