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Bartlett & Co’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bartlett & Co’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
Q1 		– Sell
-2
Closed – – 712
2018
Q4 		$0 Hold
2
– – ﹤0.01% 669
2018
Q3 		$0 Hold
2
– – ﹤0.01% 686
2018
Q2 		$0 Buy
+2
New +$89 ﹤0.01% 686

Other funds holding AOR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

Bartlett & Co's AOR Position: Q1 2019 in Review

Bartlett & Co sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2019, closing a stake of 2 shares.

Bartlett & Co first reported a position in AOR in Q2 2018 and held it in 3 quarters. The position peaked at $0 in Q4 2018. 170 funds tracked by Wall St. Rank hold AOR as of Q1 2019.

  • Bartlett & Co reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2019 after selling out during the quarter.
  • Bartlett & Co sold 2 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2019.
  • Bartlett & Co first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2018 and held it in 3 quarters.
  • Bartlett & Co's iShares Core 60/40 Balanced Allocation ETF position peaked at $0 in Q4 2018.
  • 170 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2019.

Based on Bartlett & Co's 13F filing for Q1 2019, filed 23 Apr 2019.