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KHP Capital’s iShares Core Conservative Allocation ETF AOK Stock Holding History

KHP Capital’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$2K Sell
61
-291
-83% -$9.93K ﹤0.01% 165
2018
Q2 		$12K Hold
352
– – 0.01% 146
2018
Q1 		$12K Buy
+352
New +$12.1K 0.01% 142

Other funds holding AOK

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

KHP Capital's AOK Position: Q3 2018 in Review

KHP Capital reduced its iShares Core Conservative Allocation ETF (AOK) stake by 83% in Q3 2018, selling an estimated $9.93K and leaving 61 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

KHP Capital first reported a position in AOK in Q1 2018 and has held it in 3 quarters since. The position peaked at $12K in Q2 2018. 93 funds tracked by Wall St. Rank hold AOK as of Q3 2018.

  • KHP Capital held 61 shares of iShares Core Conservative Allocation ETF worth $2K as of Q3 2018.
  • KHP Capital sold 291 iShares Core Conservative Allocation ETF shares in Q3 2018, an estimated $9.93K.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of KHP Capital's portfolio in Q3 2018, its #165 holding.
  • KHP Capital first reported a position in iShares Core Conservative Allocation ETF in Q1 2018 and has held it in 3 quarters since.
  • KHP Capital's iShares Core Conservative Allocation ETF position peaked at $12K in Q2 2018.
  • 93 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2018.

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