Signet Financial Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-402
Closed -$14K 967
2018
Q2
$14K Hold
402
﹤0.01% 580
2018
Q1
$14K Buy
+402
New +$13.9K ﹤0.01% 531

Other funds holding AOK

Signet Financial Management's AOK Position: Q3 2018 in Review

Signet Financial Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2018, closing a stake of 402 shares — an estimated $14K sold.

Signet Financial Management first reported a position in AOK in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q2 2018. 93 funds tracked by Wall St. Rank hold AOK as of Q3 2018.

  • Signet Financial Management reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2018 after selling out during the quarter.
  • Signet Financial Management sold 402 iShares Core Conservative Allocation ETF shares in Q3 2018, an estimated $14K.
  • Signet Financial Management first reported a position in iShares Core Conservative Allocation ETF in Q1 2018 and held it in 2 quarters.
  • Signet Financial Management's iShares Core Conservative Allocation ETF position peaked at $14K in Q2 2018.
  • 93 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2018.

Based on Signet Financial Management's 13F filing for Q3 2018, filed 14 Nov 2018.