Winslow Evans & Crocker’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Winslow Evans & Crocker’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
2018 Q2	–	Sell	-104	Closed	-$5.6K	–	1127
2018 Q1	$5.56K	Hold	104	–	–	﹤0.01%	893
2017 Q4	$5.6K	Buy	+104	New	+$5.68K	﹤0.01%	909

Other funds holding AOA

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

Winslow Evans & Crocker's AOA Position: Q2 2018 in Review

Winslow Evans & Crocker sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2018, closing a stake of 104 shares — an estimated $5.6K sold.

Winslow Evans & Crocker first reported a position in AOA in Q4 2017 and held it in 2 quarters. The position peaked at $5.6K in Q4 2017. 145 funds tracked by Wall St. Rank hold AOA as of Q2 2018.

Winslow Evans & Crocker reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 104 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2018, an estimated $5.6K.
Winslow Evans & Crocker first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 2 quarters.
Winslow Evans & Crocker's iShares Core 80/20 Aggressive Allocation ETF position peaked at $5.6K in Q4 2017.
145 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2018.

Based on Winslow Evans & Crocker's 13F filing for Q2 2018, filed 17 Jul 2018.