MAA
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Managed Account Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Managed Account Advisors’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
2015
Q2 		– Sell
-3,706
Closed -$176K – 3011
2015
Q1 		$176K Sell
3,706
-247,237
-99% -$11.6M ﹤0.01% 2462
2014
Q4 		$11.6M Buy
+250,943
New +$11.5M 0.01% 969
2014
Q1 		– Sell
-46,744
Closed -$2.08M – 2600
2013
Q4 		$2.08M Buy
+46,744
New +$2.03M ﹤0.01% 1704

Other funds holding AOA

Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return