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Adirondack Trust Company’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Adirondack Trust Company’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-79
Closed -$3K – 330
2016
Q2 		$3K Buy
+79
New +$3.13K ﹤0.01% 342

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RJFSA
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Adirondack Trust Company's AOR Position: Q3 2016 in Review

Adirondack Trust Company sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2016, closing a stake of 79 shares — an estimated $3K sold.

Adirondack Trust Company first reported a position in AOR in Q2 2016 and held it in 1 quarter. The position peaked at $3K in Q2 2016. 97 funds tracked by Wall St. Rank hold AOR as of Q3 2016.

  • Adirondack Trust Company reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2016 after selling out during the quarter.
  • Adirondack Trust Company sold 79 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2016, an estimated $3K.
  • Adirondack Trust Company first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2016 and held it in 1 quarter.
  • Adirondack Trust Company's iShares Core 60/40 Balanced Allocation ETF position peaked at $3K in Q2 2016.
  • 97 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2016.

Based on Adirondack Trust Company's 13F filing for Q3 2016, filed 21 Oct 2016.