MGO One Seven’s iShares Core Conservative Allocation ETF AOK Stock Holding History

MGO One Seven’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
2019 Q1	–	Sell	-8,966	Closed	-$293K	–	475
2018 Q4	$293K	Sell	8,966 -2,000	-18%	-$66.4K	0.13%	180
2018 Q3	$374K	Buy	+10,966	New	+$374K	0.17%	165
2018 Q1	$506K	Sell	14,764 -823	-5%	-$28.4K	0.23%	109
2017 Q4	$540K	Buy	+15,587	New	+$539K	0.25%	101

Other funds holding AOK

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

MAS

Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

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

MGO One Seven's AOK Position: Q1 2019 in Review

MGO One Seven sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2019, closing a stake of 8,966 shares — an estimated $293K sold.

MGO One Seven first reported a position in AOK in Q4 2017 and held it in 4 quarters. The position peaked at $540K in Q4 2017. 93 funds tracked by Wall St. Rank hold AOK as of Q1 2019.

MGO One Seven reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 8,966 iShares Core Conservative Allocation ETF shares in Q1 2019, an estimated $293K.
MGO One Seven first reported a position in iShares Core Conservative Allocation ETF in Q4 2017 and held it in 4 quarters.
MGO One Seven's iShares Core Conservative Allocation ETF position peaked at $540K in Q4 2017.
93 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.