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Aviance Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Aviance Capital Management’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
2018
Q1 		– Sell
-2,645
Closed -$402K – 285
2017
Q4 		$402K Buy
+2,645
New +$120K 0.03% 154

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $557M AUM 16.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aviance Capital Management's AOR Position: Q1 2018 in Review

Aviance Capital Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2018, closing a stake of 2,645 shares — an estimated $402K sold.

Aviance Capital Management first reported a position in AOR in Q4 2017 and held it in 1 quarter. The position peaked at $402K in Q4 2017. 148 funds tracked by Wall St. Rank hold AOR as of Q1 2018.

  • Aviance Capital Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2018 after selling out during the quarter.
  • Aviance Capital Management sold 2,645 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2018, an estimated $402K.
  • Aviance Capital Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2017 and held it in 1 quarter.
  • Aviance Capital Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $402K in Q4 2017.
  • 148 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2018.

Based on Aviance Capital Management's 13F filing for Q1 2018, filed 15 May 2018.