Ogorek Anthony Joseph’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Ogorek Anthony Joseph’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
2017 Q1	–	Sell	-4,252	Closed	-$201K	–	62
2016 Q4	$201K	Hold	4,252	–	–	0.17%	16
2016 Q3	$201K	Buy	4,252 +37	+0.9%	+$1.74K	0.17%	16
2016 Q2	$193K	Sell	4,215 -271	-6%	-$12.3K	0.17%	16
2016 Q1	$203K	Buy	4,486 +411	+10%	+$17.7K	0.16%	16
2015 Q4	$183K	Sell	4,075 -346	-8%	-$15.8K	0.15%	19
2015 Q3	$193K	Buy	4,421 +17	+0.4%	+$779	0.16%	17
2015 Q2	$209K	Sell	4,404 -165	-4%	-$7.97K	0.16%	17
2015 Q1	$217K	Buy	4,569 +241	+6%	+$11.3K	0.15%	17
2014 Q4	$200K	Buy	+4,328	New	+$199K	0.15%	19

Other funds holding AOA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Ogorek Anthony Joseph's AOA Position: Q1 2017 in Review

Ogorek Anthony Joseph sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2017, closing a stake of 4,252 shares — an estimated $201K sold.

Ogorek Anthony Joseph first reported a position in AOA in Q4 2014 and held it in 9 quarters. The position peaked at $217K in Q1 2015. 89 funds tracked by Wall St. Rank hold AOA as of Q1 2017.

Ogorek Anthony Joseph reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2017 after selling out during the quarter.
Ogorek Anthony Joseph sold 4,252 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2017, an estimated $201K.
Ogorek Anthony Joseph first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2014 and held it in 9 quarters.
Ogorek Anthony Joseph's iShares Core 80/20 Aggressive Allocation ETF position peaked at $217K in Q1 2015.
89 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2017.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2017, filed 19 Apr 2017.