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Strategic Capital Alternatives’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$69K Buy
1,581
+1,070
+209% +$49K 0.01% 207
2015
Q2 		$24K Buy
+511
New +$24.7K 0.01% 357

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Strategic Capital Alternatives's AOA Position: Q3 2015 in Review

Strategic Capital Alternatives increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 209% in Q3 2015, buying an estimated $49K and bringing the position to 1,581 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #207.

Strategic Capital Alternatives first reported a position in AOA in Q2 2015 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold AOA as of Q3 2015.

  • Strategic Capital Alternatives held 1,581 shares of iShares Core 80/20 Aggressive Allocation ETF worth $69K as of Q3 2015.
  • Strategic Capital Alternatives bought 1,070 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2015, an estimated $49K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Strategic Capital Alternatives's portfolio in Q3 2015, its #207 holding.
  • Strategic Capital Alternatives first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2015 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.