SFS
AOA icon

Signator Financial Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Signator Financial Services’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
2013
Q3 		$202K Hold
4,815
– – 0.2% 44
2013
Q2 		$192K Buy
+4,815
New +$194K 0.21% 44

Other funds holding AOA

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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Signator Financial Services's AOA Position: Q3 2013 in Review

Signator Financial Services held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q3 2013 at 4,815 shares worth $202K. The position accounts for 0.2% of the portfolio, ranked #44.

Signator Financial Services first reported a position in AOA in Q2 2013 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold AOA as of Q3 2013.

  • Signator Financial Services held 4,815 shares of iShares Core 80/20 Aggressive Allocation ETF worth $202K as of Q3 2013.
  • Signator Financial Services left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q3 2013.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.2% of Signator Financial Services's portfolio in Q3 2013, its #44 holding.
  • Signator Financial Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2013 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.