RPg Family Wealth Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

RPg Family Wealth Advisory’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
2016 Q3	–	Sell	-380	Closed	-$17.5K	–	243
2016 Q2	$17.5K	Buy	+380	New	+$17.3K	0.01%	200

Other funds holding AOA

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

LIA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RPg Family Wealth Advisory's AOA Position: Q3 2016 in Review

RPg Family Wealth Advisory sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2016, closing a stake of 380 shares — an estimated $17.5K sold.

RPg Family Wealth Advisory first reported a position in AOA in Q2 2016 and held it in 1 quarter. The position peaked at $17.5K in Q2 2016. 81 funds tracked by Wall St. Rank hold AOA as of Q3 2016.

RPg Family Wealth Advisory reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2016 after selling out during the quarter.
RPg Family Wealth Advisory sold 380 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2016, an estimated $17.5K.
RPg Family Wealth Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2016 and held it in 1 quarter.
RPg Family Wealth Advisory's iShares Core 80/20 Aggressive Allocation ETF position peaked at $17.5K in Q2 2016.
81 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2016, filed 14 Nov 2016.