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

Chicago Partners 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
2018 Q4	–	Sell	-523	Closed	-$22K	–	344
2018 Q3	$22K	Buy	523 +99	+23%	+$4.43K	﹤0.01%	665
2018 Q2	$19K	Buy	424 +319	+304%	+$14.2K	﹤0.01%	669
2018 Q1	$5K	Hold	105	–	–	﹤0.01%	839
2017 Q4	$5K	Buy	+105	New	+$4.77K	﹤0.01%	806
2017 Q2	–	Sell	-42	Closed	-$2K	–	639
2017 Q1	$2K	Buy	+42	New	+$1.75K	﹤0.01%	520

Other funds holding AOR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Chicago Partners Investment Group's AOR Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2018, closing a stake of 523 shares — an estimated $22K sold.

Chicago Partners Investment Group first reported a position in AOR in Q1 2017 and held it in 5 quarters. The position peaked at $22K in Q3 2018. 169 funds tracked by Wall St. Rank hold AOR as of Q4 2018.

Chicago Partners Investment Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 523 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2018, an estimated $22K.
Chicago Partners Investment Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2017 and held it in 5 quarters.
Chicago Partners Investment Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $22K in Q3 2018.
169 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.