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B. Riley Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-673
Closed -$27K – 1019
2014
Q4 		$27K Hold
673
– – 0.02% 507
2014
Q3 		$26K Hold
673
– – 0.02% 545
2014
Q2 		$27K Sell
673
-74
-10% -$2.93K 0.02% 584
2014
Q1 		$29K Buy
+747
New +$28.7K 0.02% 558

Other funds holding AOR

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

B. Riley Wealth Management's AOR Position: Q1 2015 in Review

B. Riley Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2015, closing a stake of 673 shares — an estimated $27K sold.

B. Riley Wealth Management first reported a position in AOR in Q1 2014 and held it in 4 quarters. The position peaked at $29K in Q1 2014. 67 funds tracked by Wall St. Rank hold AOR as of Q1 2015.

  • B. Riley Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 673 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2015, an estimated $27K.
  • B. Riley Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $29K in Q1 2014.
  • 67 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.