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Polaris Wealth Advisory Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Polaris Wealth Advisory Group’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
-6,908
Closed -$219K – 109
2015
Q4 		$219K Buy
+6,908
New +$221K 0.04% 134

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $254M AUM 15.17% 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 $1.66T AUM 25.57% 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 $681M AUM 13.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Polaris Wealth Advisory Group's AOK Position: Q1 2016 in Review

Polaris Wealth Advisory Group sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2016, closing a stake of 6,908 shares — an estimated $219K sold.

Polaris Wealth Advisory Group first reported a position in AOK in Q4 2015 and held it in 1 quarter. The position peaked at $219K in Q4 2015. 50 funds tracked by Wall St. Rank hold AOK as of Q1 2016.

  • Polaris Wealth Advisory Group reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2016 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 6,908 iShares Core Conservative Allocation ETF shares in Q1 2016, an estimated $219K.
  • Polaris Wealth Advisory Group first reported a position in iShares Core Conservative Allocation ETF in Q4 2015 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's iShares Core Conservative Allocation ETF position peaked at $219K in Q4 2015.
  • 50 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2016, filed 29 Apr 2016.