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McAdam LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

McAdam LLC’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
Q4 		– Sell
-18
Closed -$1K – 91
2018
Q3 		$1K Buy
+18
New +$974 ﹤0.01% 559

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

McAdam LLC's AOA Position: Q4 2018 in Review

McAdam LLC sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2018, closing a stake of 18 shares — an estimated $1K sold.

McAdam LLC first reported a position in AOA in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 150 funds tracked by Wall St. Rank hold AOA as of Q4 2018.

  • McAdam LLC reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 18 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2018, an estimated $1K.
  • McAdam LLC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2018 and held it in 1 quarter.
  • McAdam LLC's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.