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

Allegis 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
2016
Q1 		– Sell
-3
Closed – – 225
2015
Q4 		$0 Buy
+3
New +$118 ﹤0.01% 1122

Other funds holding AOR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HC
HHG & Company Darien, Connecticut $360M AUM 2.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allegis Investment Advisors's AOR Position: Q1 2016 in Review

Allegis Investment Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2016, closing a stake of 3 shares.

Allegis Investment Advisors first reported a position in AOR in Q4 2015 and held it in 1 quarter. The position peaked at $0 in Q4 2015. 88 funds tracked by Wall St. Rank hold AOR as of Q1 2016.

  • Allegis Investment Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 3 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2016.
  • Allegis Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $0 in Q4 2015.
  • 88 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.