KHP Capital’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

KHP 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
2018 Q3	$42K	Sell	770 -38	-5%	-$2.06K	0.03%	120
2018 Q2	$43K	Hold	808	–	–	0.03%	117
2018 Q1	$43K	Buy	+808	New	+$44.1K	0.03%	115

Other funds holding AOA

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

AIP

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

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

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KHP Capital's AOA Position: Q3 2018 in Review

KHP Capital reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.7% in Q3 2018, selling an estimated $2.06K and leaving 770 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #120.

KHP Capital first reported a position in AOA in Q1 2018 and has held it in 3 quarters since. The position peaked at $43K in Q2 2018. 140 funds tracked by Wall St. Rank hold AOA as of Q3 2018.

KHP Capital held 770 shares of iShares Core 80/20 Aggressive Allocation ETF worth $42K as of Q3 2018.
KHP Capital sold 38 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2018, an estimated $2.06K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of KHP Capital's portfolio in Q3 2018, its #120 holding.
KHP Capital first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2018 and has held it in 3 quarters since.
KHP Capital's iShares Core 80/20 Aggressive Allocation ETF position peaked at $43K in Q2 2018.
140 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.