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Westwood Holdings Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Westwood Holdings Group’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,300
Closed -$112K – 430
2017
Q2 		$112K Buy
+3,300
New +$111K ﹤0.01% 420

Other funds holding AOK

SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Westwood Holdings Group's AOK Position: Q3 2017 in Review

Westwood Holdings Group sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2017, closing a stake of 3,300 shares — an estimated $112K sold.

Westwood Holdings Group first reported a position in AOK in Q2 2017 and held it in 1 quarter. The position peaked at $112K in Q2 2017. 63 funds tracked by Wall St. Rank hold AOK as of Q3 2017.

  • Westwood Holdings Group reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2017 after selling out during the quarter.
  • Westwood Holdings Group sold 3,300 iShares Core Conservative Allocation ETF shares in Q3 2017, an estimated $112K.
  • Westwood Holdings Group first reported a position in iShares Core Conservative Allocation ETF in Q2 2017 and held it in 1 quarter.
  • Westwood Holdings Group's iShares Core Conservative Allocation ETF position peaked at $112K in Q2 2017.
  • 63 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2017.

Based on Westwood Holdings Group's 13F filing for Q3 2017, filed 14 Nov 2017.