Peachtree Investment Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Peachtree Investment Advisors’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
2018 Q4	$223K	Buy	4,594 +170	+4%	+$8.69K	0.17%	69
2018 Q3	$242K	Hold	4,424	–	–	0.17%	71
2018 Q2	$236K	Hold	4,424	–	–	0.17%	71
2018 Q1	$237K	Buy	4,424 +575	+15%	+$31.4K	0.18%	73
2017 Q4	$207K	Sell	3,849 -10	-0.3%	-$546	0.16%	77
2017 Q3	$207K	Sell	3,859 -75	-2%	-$3.94K	0.18%	76
2017 Q2	$204K	Buy	+3,934	New	+$201K	0.17%	80
2015 Q3	–	Sell	-2,480	Closed	-$118K	–	110
2015 Q2	$118K	Buy	2,480 +1,590	+179%	+$76.8K	0.09%	142
2015 Q1	$42K	Buy	890 +440	+98%	+$20.7K	0.03%	208
2014 Q4	$21K	Hold	450	–	–	0.01%	258
2014 Q3	$21K	Buy	+450	New	+$21K	0.01%	265

Other funds holding AOA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LIA

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

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AIP

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

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Peachtree Investment Advisors's AOA Position: Q4 2018 in Review

Peachtree Investment Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.8% in Q4 2018, buying an estimated $8.69K and bringing the position to 4,594 shares worth $223K. The position accounts for 0.17% of the portfolio, ranked #69.

Peachtree Investment Advisors first reported a position in AOA in Q3 2014 and has held it in 11 quarters since. The position peaked at $242K in Q3 2018. 150 funds tracked by Wall St. Rank hold AOA as of Q4 2018.

Peachtree Investment Advisors held 4,594 shares of iShares Core 80/20 Aggressive Allocation ETF worth $223K as of Q4 2018.
Peachtree Investment Advisors bought 170 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2018, an estimated $8.69K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.17% of Peachtree Investment Advisors's portfolio in Q4 2018, its #69 holding.
Peachtree Investment Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2014 and has held it in 11 quarters since.
Peachtree Investment Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $242K in Q3 2018.
150 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.