Alera Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Alera Investment Advisors’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
2019 Q2	–	Sell	-1,787	Closed	-$80K	–	128
2019 Q1	$80K	Sell	1,787 -97	-5%	-$4.22K	0.04%	119
2018 Q4	$78K	Buy	+1,884	New	+$80.6K	0.05%	133

Other funds holding AOR

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CFA

Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

Alera Investment Advisors's AOR Position: Q2 2019 in Review

Alera Investment Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2019, closing a stake of 1,787 shares — an estimated $80K sold.

Alera Investment Advisors first reported a position in AOR in Q4 2018 and held it in 2 quarters. The position peaked at $80K in Q1 2019. 171 funds tracked by Wall St. Rank hold AOR as of Q2 2019.

Alera Investment Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 1,787 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2019, an estimated $80K.
Alera Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $80K in Q1 2019.
171 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.