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MUFG Americas’s iShares Core Conservative Allocation ETF AOK Stock Holding History

MUFG Americas’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
2016
Q1 		– Sell
-366
Closed -$12K – 1163
2015
Q4 		$12K Buy
+366
New +$11.7K ﹤0.01% 794

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $279M AUM 19.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MUFG Americas's AOK Position: Q1 2016 in Review

MUFG Americas sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2016, closing a stake of 366 shares — an estimated $12K sold.

MUFG Americas first reported a position in AOK in Q4 2015 and held it in 1 quarter. The position peaked at $12K in Q4 2015. 50 funds tracked by Wall St. Rank hold AOK as of Q1 2016.

  • MUFG Americas reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2016 after selling out during the quarter.
  • MUFG Americas sold 366 iShares Core Conservative Allocation ETF shares in Q1 2016, an estimated $12K.
  • MUFG Americas first reported a position in iShares Core Conservative Allocation ETF in Q4 2015 and held it in 1 quarter.
  • MUFG Americas's iShares Core Conservative Allocation ETF position peaked at $12K in Q4 2015.
  • 50 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2016.

Based on MUFG Americas's 13F filing for Q1 2016, filed 11 May 2016.