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National Planning Corporation’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-1,091
Closed -$49.8K – 716
2014
Q4 		$49.8K Buy
+1,091
New +$50.1K ﹤0.01% 1258

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

National Planning Corporation's AOA Position: Q1 2015 in Review

National Planning Corporation sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2015, closing a stake of 1,091 shares — an estimated $49.8K sold.

National Planning Corporation first reported a position in AOA in Q4 2014 and held it in 1 quarter. The position peaked at $49.8K in Q4 2014. 55 funds tracked by Wall St. Rank hold AOA as of Q1 2015.

  • National Planning Corporation reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,091 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2015, an estimated $49.8K.
  • National Planning Corporation first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's iShares Core 80/20 Aggressive Allocation ETF position peaked at $49.8K in Q4 2014.
  • 55 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.