QCIG
AOA icon

Quad-Cities Investment Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Quad-Cities Investment 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
Q4 		– Sell
-11
Closed – – 190
2019
Q3 		$0 Hold
11
– – ﹤0.01% 836
2019
Q2 		$0 Hold
11
– – ﹤0.01% 836
2019
Q1 		$0 Buy
11
+7
+175% +$363 ﹤0.01% 833
2018
Q4 		$0 Buy
+4
New +$205 ﹤0.01% 851

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Quad-Cities Investment Group's AOA Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2019, closing a stake of 11 shares.

Quad-Cities Investment Group first reported a position in AOA in Q4 2018 and held it in 4 quarters. The position peaked at $0 in Q3 2019. 189 funds tracked by Wall St. Rank hold AOA as of Q4 2019.

  • Quad-Cities Investment Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 11 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2019.
  • Quad-Cities Investment Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and held it in 4 quarters.
  • Quad-Cities Investment Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $0 in Q3 2019.
  • 189 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.