Yellowstone Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Yellowstone Partners’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 Q4	$218K	Buy	+6,288	New	+$218K	0.12%	153

Other funds holding AOK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

MAS

Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

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

Yellowstone Partners's AOK Position: Q4 2017 in Review

Yellowstone Partners opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q4 2017: 6,288 shares worth $218K. The stake represents 0.12% of the portfolio and ranks #153 among its holdings.

91 funds tracked by Wall St. Rank hold AOK as of Q4 2017.

Yellowstone Partners held 6,288 shares of iShares Core Conservative Allocation ETF worth $218K as of Q4 2017.
iShares Core Conservative Allocation ETF was a new Yellowstone Partners position in Q4 2017.
iShares Core Conservative Allocation ETF made up 0.12% of Yellowstone Partners's portfolio in Q4 2017, its #153 holding.
91 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.