BIAS
AOR icon

Beacon Investment Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Beacon Investment Advisory Services’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
2017
Q4 		– Sell
-7,334
Closed -$328K – 244
2017
Q3 		$328K Buy
+7,334
New +$324K 0.03% 221

Other funds holding AOR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Beacon Investment Advisory Services's AOR Position: Q4 2017 in Review

Beacon Investment Advisory Services sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2017, closing a stake of 7,334 shares — an estimated $328K sold.

Beacon Investment Advisory Services first reported a position in AOR in Q3 2017 and held it in 1 quarter. The position peaked at $328K in Q3 2017. 137 funds tracked by Wall St. Rank hold AOR as of Q4 2017.

  • Beacon Investment Advisory Services reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2017 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 7,334 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2017, an estimated $328K.
  • Beacon Investment Advisory Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2017 and held it in 1 quarter.
  • Beacon Investment Advisory Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $328K in Q3 2017.
  • 137 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2017.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2017, filed 2 Feb 2018.