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

V 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	-3,408	Closed	-$176K	–	221
2017 Q2	$176K	Sell	3,408 -1,993	-37%	-$102K	0.08%	189
2017 Q1	$269K	Sell	5,401 -892	-14%	-$43.6K	0.17%	140
2016 Q4	$297K	Buy	6,293 +76	+1%	+$3.57K	0.22%	129
2016 Q3	$296K	Buy	+6,217	New	+$292K	0.24%	120

Other funds holding AOA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

V Wealth Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2017, closing a stake of 3,408 shares — an estimated $176K sold.

V Wealth Advisors first reported a position in AOA in Q3 2016 and held it in 4 quarters. The position peaked at $297K in Q4 2016. 107 funds tracked by Wall St. Rank hold AOA as of Q3 2017.

V Wealth Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2017 after selling out during the quarter.
V Wealth Advisors sold 3,408 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2017, an estimated $176K.
V Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2016 and held it in 4 quarters.
V Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $297K in Q4 2016.
107 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.