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Measured Wealth Private Client Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-1,600
Closed -$55K – 135
2018
Q3 		$55K Buy
+1,600
New +$54.6K 0.03% 331

Other funds holding AOK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Measured Wealth Private Client Group's AOK Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2018, closing a stake of 1,600 shares — an estimated $55K sold.

Measured Wealth Private Client Group first reported a position in AOK in Q3 2018 and held it in 1 quarter. The position peaked at $55K in Q3 2018. 99 funds tracked by Wall St. Rank hold AOK as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,600 iShares Core Conservative Allocation ETF shares in Q4 2018, an estimated $55K.
  • Measured Wealth Private Client Group first reported a position in iShares Core Conservative Allocation ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's iShares Core Conservative Allocation ETF position peaked at $55K in Q3 2018.
  • 99 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.