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Winslow Evans & Crocker’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Winslow Evans & Crocker’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
2015
Q2 		– Sell
-186
Closed -$6.11K – 1306
2015
Q1 		$6.11K Hold
186
– – ﹤0.01% 992
2014
Q4 		$6.03K Buy
+186
New +$6.06K ﹤0.01% 998

Other funds holding AOK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Winslow Evans & Crocker's AOK Position: Q2 2015 in Review

Winslow Evans & Crocker sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2015, closing a stake of 186 shares — an estimated $6.11K sold.

Winslow Evans & Crocker first reported a position in AOK in Q4 2014 and held it in 2 quarters. The position peaked at $6.11K in Q1 2015. 39 funds tracked by Wall St. Rank hold AOK as of Q2 2015.

  • Winslow Evans & Crocker reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 186 iShares Core Conservative Allocation ETF shares in Q2 2015, an estimated $6.11K.
  • Winslow Evans & Crocker first reported a position in iShares Core Conservative Allocation ETF in Q4 2014 and held it in 2 quarters.
  • Winslow Evans & Crocker's iShares Core Conservative Allocation ETF position peaked at $6.11K in Q1 2015.
  • 39 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2015.

Based on Winslow Evans & Crocker's 13F filing for Q2 2015, filed 23 Jul 2015.