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Ken Stern & Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Ken Stern & Associates’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
Q4 		– Sell
-3,410
Closed -$205K – 105
2016
Q3 		$205K Buy
+3,410
New +$160K 0.14% 87

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ken Stern & Associates's AOA Position: Q4 2016 in Review

Ken Stern & Associates sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2016, closing a stake of 3,410 shares — an estimated $205K sold.

Ken Stern & Associates first reported a position in AOA in Q3 2016 and held it in 1 quarter. The position peaked at $205K in Q3 2016. 92 funds tracked by Wall St. Rank hold AOA as of Q4 2016.

  • Ken Stern & Associates reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2016 after selling out during the quarter.
  • Ken Stern & Associates sold 3,410 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2016, an estimated $205K.
  • Ken Stern & Associates first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2016 and held it in 1 quarter.
  • Ken Stern & Associates's iShares Core 80/20 Aggressive Allocation ETF position peaked at $205K in Q3 2016.
  • 92 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2016.

Based on Ken Stern & Associates's 13F filing for Q4 2016, filed 9 Feb 2017.