Rehmann Capital Advisory Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Rehmann Capital Advisory 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 Q3	–	Sell	-570	Closed	-$31.5K	–	1702
2019 Q2	$31.5K	Buy	570 +1	+0.2%	+$54	﹤0.01%	1000
2019 Q1	$30.5K	Buy	+569	New	+$29.5K	﹤0.01%	978
2018 Q4	–	Sell	-340	Closed	-$18.6K	–	1842
2018 Q3	$18.6K	Buy	340 +254	+295%	+$13.8K	﹤0.01%	1145
2018 Q2	$4.62K	Hold	86	–	–	﹤0.01%	1562
2018 Q1	$5K	Buy	+86	New	+$4.7K	﹤0.01%	1502

Other funds holding AOA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

AIP

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

Rehmann Capital Advisory Group's AOA Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2019, closing a stake of 570 shares — an estimated $31.5K sold.

Rehmann Capital Advisory Group first reported a position in AOA in Q1 2018 and held it in 5 quarters. The position peaked at $31.5K in Q2 2019. 155 funds tracked by Wall St. Rank hold AOA as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 570 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2019, an estimated $31.5K.
Rehmann Capital Advisory Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2018 and held it in 5 quarters.
Rehmann Capital Advisory Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $31.5K in Q2 2019.
155 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.