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

Stanford 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
2017 Q1	–	Sell	-2,397	Closed	-$113K	–	15
2016 Q4	$113K	Buy	2,397 +7	+0.3%	+$329	0.06%	79
2016 Q3	$113K	Hold	2,390	–	–	0.05%	89
2016 Q2	$110K	Hold	2,390	–	–	0.06%	87
2016 Q1	$108K	Hold	2,390	–	–	0.06%	86
2015 Q4	$107K	Sell	2,390 -987	-29%	-$45K	0.06%	86
2015 Q3	$147K	Hold	3,377	–	–	0.11%	60
2015 Q2	$160K	Hold	3,377	–	–	0.12%	60
2015 Q1	$160K	Hold	3,377	–	–	0.13%	63
2014 Q4	$156K	Buy	+3,377	New	+$155K	0.13%	64

Other funds holding AOA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIP

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

LIA

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

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

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

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

PAMG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Stanford Investment Group's AOA Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2017, closing a stake of 2,397 shares — an estimated $113K sold.

Stanford Investment Group first reported a position in AOA in Q4 2014 and held it in 9 quarters. The position peaked at $160K in Q2 2015. 89 funds tracked by Wall St. Rank hold AOA as of Q1 2017.

Stanford Investment Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 2,397 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2017, an estimated $113K.
Stanford Investment Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $160K in Q2 2015.
89 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.