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Benjamin F. Edwards & Company’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Benjamin F. Edwards & Company’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
Q3 		– Sell
-30
Closed -$1K – 1585
2018
Q2 		$1K Hold
30
– – ﹤0.01% 1546
2018
Q1 		$1K Hold
30
– – ﹤0.01% 1554
2017
Q4 		$1K Sell
30
-45
-60% -$2.04K ﹤0.01% 1526
2017
Q3 		$3K Buy
+75
New +$3.31K ﹤0.01% 1382

Other funds holding AOR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $557M AUM 16.94% 1-Year Est. Return

Benjamin F. Edwards & Company's AOR Position: Q3 2018 in Review

Benjamin F. Edwards & Company sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2018, closing a stake of 30 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in AOR in Q3 2017 and held it in 4 quarters. The position peaked at $3K in Q3 2017. 156 funds tracked by Wall St. Rank hold AOR as of Q3 2018.

  • Benjamin F. Edwards & Company reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2018 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 30 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2018, an estimated $1K.
  • Benjamin F. Edwards & Company first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2017 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's iShares Core 60/40 Balanced Allocation ETF position peaked at $3K in Q3 2017.
  • 156 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2018, filed 29 Oct 2018.