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

Prism 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 Q1	–	Sell	-4,131	Closed	-$223K	–	54
2017 Q4	$223K	Buy	+4,131	New	+$226K	0.12%	49

Other funds holding AOA

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

AIP

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

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

Jane Street New York $777B AUM 61.18% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Prism Advisors's AOA Position: Q1 2018 in Review

Prism Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2018, closing a stake of 4,131 shares — an estimated $223K sold.

Prism Advisors first reported a position in AOA in Q4 2017 and held it in 1 quarter. The position peaked at $223K in Q4 2017. 141 funds tracked by Wall St. Rank hold AOA as of Q1 2018.

Prism Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2018 after selling out during the quarter.
Prism Advisors sold 4,131 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2018, an estimated $223K.
Prism Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 1 quarter.
Prism Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $223K in Q4 2017.
141 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2018.

Based on Prism Advisors's 13F filing for Q1 2018, filed 9 May 2018.