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TCI Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

TCI Wealth Advisors’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
Q3 		– Sell
-120
Closed -$6K – 1317
2017
Q2 		$6K Buy
+120
New +$6.12K ﹤0.01% 699

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

TCI Wealth Advisors's AOA Position: Q3 2017 in Review

TCI Wealth Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2017, closing a stake of 120 shares — an estimated $6K sold.

TCI Wealth Advisors first reported a position in AOA in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 107 funds tracked by Wall St. Rank hold AOA as of Q3 2017.

  • TCI Wealth Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 120 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2017, an estimated $6K.
  • TCI Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2017 and held it in 1 quarter.
  • TCI Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $6K in Q2 2017.
  • 107 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2017.

Based on TCI Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.