Midwest Professional Planners Ltd (MPPL)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
2021 Q1	–	Sell	-4,109	Closed	-$264K	–	84
2020 Q4	$264K	Buy	4,109 +288	+8%	+$17.6K	0.16%	98
2020 Q3	$222K	Buy	3,821 +28	+0.7%	+$1.61K	0.16%	98
2020 Q2	$208K	Buy	+3,793	New	+$197K	0.16%	98
2020 Q1	–	Sell	-3,623	Closed	-$210K	–	82
2019 Q4	$210K	Sell	3,623 -733	-17%	-$41.3K	0.17%	91
2019 Q3	$239K	Buy	4,356 +651	+18%	+$35.5K	0.21%	79
2019 Q2	$204K	Sell	3,705 -1,100	-23%	-$59.4K	0.19%	88
2019 Q1	$257K	Buy	4,805 +66	+1%	+$3.42K	0.25%	77
2018 Q4	$230K	Buy	+4,739	New	+$242K	0.25%	75
2018 Q3	–	Sell	-2,589	Closed	-$138K	–	96
2018 Q2	$138K	Sell	2,589 -450	-15%	-$24.2K	0.12%	104
2018 Q1	$163K	Sell	3,039 -59	-2%	-$3.22K	0.15%	98
2017 Q4	$167K	Buy	+3,098	New	+$169K	0.15%	98

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

PAA

Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s AOA Position: Q1 2021 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2021, closing a stake of 4,109 shares — an estimated $264K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in AOA in Q4 2017 and held it in 11 quarters. The position peaked at $264K in Q4 2020. 222 funds tracked by Wall St. Rank hold AOA as of Q1 2021.

Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2021 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 4,109 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2021, an estimated $264K.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 11 quarters.
Midwest Professional Planners Ltd (MPPL)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $264K in Q4 2020.
222 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2021.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2021, filed 17 May 2021.