Investors Capital Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$288K	Hold	6,296	–	–	0.06%	456
2016 Q1	$285K	Hold	6,296	–	–	0.06%	436
2015 Q4	$282K	Sell	6,296 -697	-10%	-$31.8K	0.05%	459
2015 Q3	$305K	Sell	6,993 -11,082	-61%	-$508K	0.06%	431
2015 Q2	$857K	Buy	18,075 +59	+0.3%	+$2.85K	0.16%	182
2015 Q1	$855K	Buy	18,016 +1,179	+7%	+$55.3K	0.16%	186
2014 Q4	$779K	Sell	16,837 -3,217	-16%	-$148K	0.15%	196
2014 Q3	$913K	Buy	20,054 +379	+2%	+$17.6K	0.18%	163
2014 Q2	$928K	Buy	19,675 +142	+0.7%	+$6.52K	0.15%	214
2014 Q1	$886K	Buy	+19,533	New	+$867K	0.19%	155

Other funds holding AOA

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

LIA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Investors Capital Advisory Services's AOA Position: Q2 2016 in Review

Investors Capital Advisory Services held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2016 at 6,296 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #456.

Investors Capital Advisory Services first reported a position in AOA in Q1 2014 and has held it in 10 quarters since. The position peaked at $928K in Q2 2014. 82 funds tracked by Wall St. Rank hold AOA as of Q2 2016.

Investors Capital Advisory Services held 6,296 shares of iShares Core 80/20 Aggressive Allocation ETF worth $288K as of Q2 2016.
Investors Capital Advisory Services left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2016.
iShares Core 80/20 Aggressive Allocation ETF made up 0.06% of Investors Capital Advisory Services's portfolio in Q2 2016, its #456 holding.
Investors Capital Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2014 and has held it in 10 quarters since.
Investors Capital Advisory Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $928K in Q2 2014.
82 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.