Patten Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Patten Group’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
2019 Q1	–	Sell	-38	Closed	-$2K	–	210
2018 Q4	$2K	Hold	38	–	–	﹤0.01%	528
2018 Q3	$2K	Sell	38 -35	-48%	-$1.9K	﹤0.01%	641
2018 Q2	$4K	Hold	73	–	–	﹤0.01%	595
2018 Q1	$4K	Hold	73	–	–	﹤0.01%	519
2017 Q4	$4K	Hold	73	–	–	﹤0.01%	545
2017 Q3	$4K	Buy	+73	New	+$3.83K	﹤0.01%	537

Other funds holding AOA

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

LIA

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

Patten Group's AOA Position: Q1 2019 in Review

Patten Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2019, closing a stake of 38 shares — an estimated $2K sold.

Patten Group first reported a position in AOA in Q3 2017 and held it in 6 quarters. The position peaked at $4K in Q2 2018. 155 funds tracked by Wall St. Rank hold AOA as of Q1 2019.

Patten Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 38 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2019, an estimated $2K.
Patten Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2017 and held it in 6 quarters.
Patten Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $4K in Q2 2018.
155 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.