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Bellwether Investment Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bellwether Investment Group’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
Q1 		– Sell
-146
Closed -$6K – 774
2016
Q4 		$6K Buy
+146
New +$5.91K 0.01% 741
2016
Q2 		$6K Buy
+146
New +$5.78K 0.01% 467

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bellwether Investment Group's AOR Position: Q1 2017 in Review

Bellwether Investment Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2017, closing a stake of 146 shares — an estimated $6K sold.

Bellwether Investment Group first reported a position in AOR in Q2 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 115 funds tracked by Wall St. Rank hold AOR as of Q1 2017.

  • Bellwether Investment Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 146 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2017, an estimated $6K.
  • Bellwether Investment Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $6K in Q4 2016.
  • 115 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.